Female, 4 years in the industry, 2 years as a planning associate, 2 years as an FA.
Got an offer from an awesome team to be a CSA - which seemed great because (I think) I miss the support/planning role and I haven’t loved my time as an FA thus far.
However, management has now stepped in and insisted I join the new team as an FA, not CSA.
What should I be considering when making this decision on changing teams/titles? Should I push back on management on joining as a CSA?

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Do you want to be on the Revenue or Cost side of the business? Once you figure that out, the decision is easy.

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If you like to/can bring in business, you should be an FA. You want to be in control of your time and your compensation. You can do it!

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Start with a Myers Briggs or Disc Assessment. I found that the Disc Assessment (you can google it) really helped me to identify my gifts and work preferences. That might help you determine whether you are better suited for FA or CSA. Be open to the options but don’t let someone talk you into something you intuitively know is not right. Good luck.

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Somethings to consider: most firms don’t carry the same insurance on CSAs as they do FAs, and since you will be involved in planning they probably want you to be insured. If you are a CSA, firms usually will not let you present the plans, so everything you do would have to be presented and/or recommended as if it’s coming from an FA.

Also, you didn’t specify what channel you work in, but the wirehouses are bleeding, so they don’t want to lose FAs as that hurts management’s bonuses, etc.

What is it that you don't like about being an FA and what is it that you like about being a CSA (Client Services Associate?)?

Management typically has a goal to bring in FA’s.. sounds like their goals are NOT in alignment with your goals.. CSA..

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