I have an annual review coming up and anticipate compensation being discussed. I'm with a small RIA firm, just the owner and I are licensed advisors. This will be my first year with the firm, and everything has been nothing but great. Licensed 3 years but 5 years in the business. I currently have a base of $62,000 with a bonus on AUM fees, which brings my total income to about $75,000 a year. Outside a SIMPLE IRA I don't have any benefits. Any advice?

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

Related Posts

I’m currently struggling with my friend group. I’m a transplant to my current city and ended up making friends with my coworkers (who were also transplants). Now I’m regretting this as I don’t feel like the friendship is deep and things seem competitive. I feel like I have no friends and my real friends (from HS and College) are in a different state and have their own lives. Any advice on dealing with having no real friends where you live?

like

What do you do when you need a break from the news during the day? Sometimes I find it hard to step away even for a 30 min lunch

like

I got offer from Sun life Gurgaon. YOE is 7 Years (band 5.2). I am looking for Work life balance and chill work. I wanted to focus on my family that require minimum amount of work pressure. Do you guys think it is good to join sun life vs other service base company like tcs, CGI, infy, along with EY or pwc

Also, what are different bands in sun life?

Any answer would be highly apricated. TIA



like

New to the area, anyone in this group into hunting?

like

I want to know whether the Medical Policy of 3 Lac which is given by the company by default in which along with me my immediate dependents like my spouse and children are covered or not?

like
like

I'll switch to a startup as the only data engineer and will closely work with all the Head ofs + the CTO.

Any advice/books/... on stakeholder management at that level? Especially when things fail/discussing budgets/new hires etc.

like

I want to be a consultant at Deloitte, I have experience in Product Management. Do you think going from PM to consulting is a realistic path?

like

In order to strengthen knowledge on AWS even more. We may post technical questions or problem statements daily. That way it will not only help in learning but also help if someone faces that situation in future. Any thoughts?

helpful

The 3 ‘I’s of growing demand gen (especially for small teams)


👉Iteration

👉Iteration

👉Iteration

Repeating a process and making it a little bit better each time is how you grow from a one-person team to 5, 10, 100.

So what does this roadmap look like?

👉 identify what is working. What tactics are driving the most pipeline and revenue?

Hint: Look at all of your deals (open and closed) and see what makes them move and turn into pipeline.

👉 optimize the process. What parts of this tac

likehelpful

How big of a red flag is it that a company doesn’t have a marketing strategy/plan in place? I’ve been asking for this from my director but alway get some type of an excuse so I’m starting to believe there isn’t one. We are a company with over 200+ employees and 4+ locations

smart

Senior service desk analyst

like

I'm a programs wildlife biologist meaning that I manage and do not conduct research. I work at a large well known non-profit in Louisiana and make 55k/year. Hoping to find others in this profession to compare with although I have not seen anyone from my field on this platform...

like

What’s a good salary for BlackRock Financial Tech Implementation Consultant - Associate level?

Hey Folks,

Help me to unlock DM!

Thanks.

like

Last month someone from Natwest posted an opening on a linkedin professional network, I sent him my CV. After couple of days 2 rounds of interview happened and I was told that I am selected, salary was discussd and he told me that offer letter will be released soon. No commumication was done over email. Was he a fraud?

Any thoughts on Product Manager certifications? I have several YOE but from at managed service provider not a software company - looking to cross over. Thanks!

Why do people say more number of switches will create a problem in the long run? Ideally how many switches should be there. New in IT industry, just want some guidance.

like

Hi Fishes

What would be the in hand monthly salary of 12lpa?
Thanks in advance.

ZS first year manager salary for east coast?

like

Additional Posts in Salaries in Finance

I am a registered sales assistant which means I have my series 7. I also have the 63 and my Life & Health license. I was a financial advisor but the role is commission only so I decided to take a role as an assistant for some time to learn etc. I really like my role, but I only make 32k a year and after taxes I only take home about 25k. I have a gut feeling that I’m not being paid market value but it’s tough to find comparable salaries. Do you think $15.38/hr is a fair wage in this case?

Does anybody know what the typical salary range is and total comp for someone starting out as an internal or external wholesaler? If you are one of these, can you share about your experience in terms of whether you liked it or not, work life balance, travel, etc?

like

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

User experience mgr salary? I support six product teams and eight reports. 20+ years experience

Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

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