Hello everyone! I am an associate wealth management advisor. 1YOE with Series 7 &63. Currently making 40k in the Atlanta area. I am wanting to negotiate my salary. What is someone in my area/experience making?

like
Posting as :
works at
You are currently posting as works at

I’m also in Atlanta working at a larger BD. That being said, I am 4YOE all commission. Should do about 165-170k this year. There are definitely firms that will pay significantly more than 40. You should look at the differences between a large RIA (Homrich and Berg, SignatureFD) vs a wire house like a Morgan or ML. All of the above mentioned should pay you at least 20-25k more than 40.

like

Is that where your firm gets them from? Or just online website generation?

Client service associates should make around 60k and then, if your good, advisors would bonus you.

Related Posts

Are there any fundamental differences between a salary negotiation during the start (applying for the job) vs. Salary negotiation during a performance review (you’ve been employed for x time and looking for a raise). I’m in the latter and wondering if there are any maneuvers that are different I should be doing.

likehelpful

Anyone know what Cleveland S1 salary is? Big4transparency is not updated

likehelpful

What would be the take home monthly salary for 25lpa after all the standard deductions? Can anyone please help out in this regard? Also how is product owner role at Accenture any idea? Please guide me

like

I have 10 years combined experience in Comms and Marketing. I plan to transition into Product Marketing. I am considering a role for a Product Marketing Specialist at FAANG. What are expected salary ranges for an L5 or L6? Lots of data for Product Managers and Product Marketing Managers, but I'm assuming "Specialist " is a step below management

like

Is $152k base for an associate a respectable salary?

like

Interviewing with Apple next week for the roles of Global Supply Manager (GSM) and Worldwide Procurement Analyst in Austin. Does anyone have any tips or advice for the interview? What kind of questions do they ask?
Also, what’s the compensation like in Austin specifically? I would think the compensation would be different than Cupertino. Anyone have any offers or salaries for these positions in Austin?

like

How much a foreign language expert can earn with nearly 5 years of experience in Kolkata or in other cities?

like

Any producers from Publicis want to share what they’re making? Please specify whether integrated, executive, broadcast etc

Which techstack according to you is being paid the highest package with same level of experience😇😇😇😇?
Highly appreciate mentioning the yoe, the techstack and the package offered🥰🥰🥰🥰

like

I’m making 55k in Chicago. Am I underpaid?

helpfulfunny
like

Can someone tell me how is it to work in Informatica Professional Services?
What kind of wrok exposure will i get?
Also do guide me the hike percentage i should ask for. I am thinking of 45-50% on current CTC as this a product based company.
Any suggestions would be appreciated.
Humble request!!

Hey fishes, curious which San Diego companies you think give the best work-life balance. Can be public, private, start-up, etc. BONUS: If you work for one, do you like it there?

What is the questions asked in Google program management role? What is the pay scale?

like

What about year end appraisal in Mphasis? When it will happen. What about hike percentage?

like

Hi All,
Tomorrow is my last working day.
I have an offer for Tech mahindra with DOJ 5th April.
I have placed a counter offer in march with Tech M .They are doing a salary revision with Joining bonus and they said they are waiting for JB approval. They didn’t send the revised offer letter yet. Do they usually take so long for revised offer letter. I have just a day left.

like

Wats is the salary range for staff software engineer IN5 in Walmart in a cloud Architect role with 12 years of experience? What will be the yearly hike in the company?

like

Interviewed yesterday but couldn’t get the salary range from the recruiter until I told her my current compensation. Does that frustrate anyone else? I hate that.

like

Currently making 56k as a first year Tax Staff, what percentage or ranges should I be looking towards ? Regionally known firm.

like
like

More Posts

like

Hi All.
I am looking for Salesforce Functional BA roles in Accenture. I am currently working with Persistent Systems. Please let me know if there are any relevant openings.

Anyone know what Greenberg Traurig is starting at for entry level positions outside NYC? Can’t seem to find a source

like

Hey! Considering negotiating my pay after 1 year of CT experience. In Florida my base is $29/hr. How much of a raise should I ask for (if they don’t automatically give one)? And should I wait to be a travel tech with another year of experience?

like
like

Has PwC paid out this month's expenses yet? Amex isn't pleased..

like

Just thinking about this section from historian Robert Paxton’s essay “The Five Stages of Fascism” over and over.

Post Photo
like

Anyone from intelligent automation or RPA Team got their hike?

like

Hi i got offers from TCS - 21LPA (associate consultant) and CTS - 22LPA (Manager). which company would be suitable for career growth and work life balance?

How do you guys record your time? I’ve been using OneNote and enter time daily. Just wanna learn if there’s any other efficient ways to record time besides using OneNote

like

c9 salary in Citi India?

like

What do you do when you have a student completely freeze and bomb a test? I had a student in class today answer only 2 questions on a test and missed both of those. She was in tears and couldn't finish the test. What do you do in these situations?

like

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

like

Best west coast pharma agencies?

like

Aqua terra or datejust 41? I know v different watches but just wanted to get the group think on this

like

Do we still need suits?

Gained that covid weight - now trying to figure out if thats still a thing and I may need to get a new one. I mean it is kind of weird sitting in a home office/spare bedroom on zoom or w.e. in a full suit and tie to me.. What do yall 🐟 think?

likefunny

Liberty Mutual has open roles for a Senior Market Researcher and a Senior UX Researcher. DM me for a referral and more info!

likefunny

Ladies any recommendation for lash extension in Boston?

Any massage recs in downtown/Back Bay/Southie? Looking to go with my roommates to treat ourselves, but I also have some upper back/neck pain. Is massage envy any good or are there better options that aren’t crazy expensive?

Additional Posts in Financial Advisors

Has anyone every had a rep. from the social security administration attend their seminars?I'm thinking of doing a lunch and learn series with a rep from SS.

like

What are some good networking clubs, organizations, or groups to get involved in?

like

Best technology to use that LPL has?

like

Anyone knows about the base for chase PCA?

like

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

like

And another one bites the dust

like

Has anyone used Smart Asset for lead generation?

like

Anyone ever feel like having a career in consulting is effectively sacrificing the best parts of your life, or what could be the best parts of your life?

like

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

like

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

like

What's a good way for clients to bring referrals to events and seminars?

like

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

like

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

like

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

like

Who here has an account minimum? Ours is $100k unless it’s a child of an existing client .

likehelpful

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

like

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

like

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

like

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

like

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal