Hey, looking for advice - I received an offer for 55k with a 5k bonus after getting the SIE licenses for a registered client associate at Morgan Stanley - is this a low offer? And how would you suggest that I negotiate for more, being that this position requires me to travel to work in an office, and I have 10+ yoe in customer service and sales and over 2 yoe in finance (also pursuing a double major bachelor in finance and business admin.)

I appreciate any advice given, thanks!

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It’s a low offer for the experience you have, yes

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Appreciate your response, might have any suggestions on how to present a counter offer ?

I was hired with no finance experience at the same rate and received a 10k raise upon completion of SIE, S7 and S66. I am doing the equivalent work to a CSA in my division.

likehelpful

It was an increase to my base.

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I never ended up in the finance/accounting field like I wanted to- earned my BS Business Admin- Accounting but I drive a forklift and earn $45k, so yeah you got low balled. I'm happy where I am though used the education to secure my retirement. We consider ourselves semi-retired at this point because 45 is too young to not do something.

definately low balled! I would do some research on job platforms and see what they are advertising for salary for that job role and negotiate from the very top first and work your way down if need be. Be sure to not low ball yourself either in the process - remember your worth it too!

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