I’m an FA at a big private bank with a comfy salary ($80k) but minimal training and basically
no help to build my book. I got an offer with a competitor for a $60k salary but I’d be inheriting a book

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

Should I take this offer? Has anyone been in a similar position? I’m 2 years into my role as an FA and it’s been a total grind starting my book from scratch so I’m considering this route

like

Well can you take your current book with you? Or does the firm own it? You will likely will need to bring in new business at the other firm too but maybe you can get referrals from the existing clients

Also do you get commission too?

Related Posts

in offer letter of Mastercard they have mentioned variable pay achievable 250% is it true and what are chances are getting it????

Hey guys, how much will be the salary range for a Environmental Engineer with less than 5 years experience.

like

Starting negotiations with @UBS for a Sr WSA. What is the base salary range for this position and what is standard team comp?

What’s a typical AE salary (mid market / enterprise) in London?

like

How is DTICI as an organization. Does it fall under the same umbrella as Mercedes ?
How is the appraisal and hike percentages for good performers. Is the variable component fully payable?
Also wanted to know about the T6 band. Is it apt for a 10 years and 6 months experienced candidate.

like

Below is the summary of the performance bonus's at different levels & ratings @EYGDS.
Has @Deloitte India disbursed the bonus?? What are the average percentages for Manager level at Rating 1,2,3 and 4 (1 being the best rating)

Post Photo

Moving from Cali to Florida.
What range can I expect salary wise within financial reporting if I move to industry in Florida (Tampa area)?

3 YoE - Big 4 Audit Public (SPAC IPO) & Private
CPA
Current Base: 85K

like

If you work in PR: what is your salary and how many years of experience do you have?

like

What is the salary range for Senior developer with 5.5 yrs experience?

like

Does EY follow bands for different ranks? I have seen so different salary for same ranks and people at higher rank are earning less than people at low rank.

like

West. Advisory (IT risk assurance) Senior 2 as of 10/1/18. New base $83k. Thoughts?

like

Is a 5k sign on bonus to low? Offer received from PWC and I feel like the sign on is low compared to what I’ve seen on this app.

like

Hi Fishes

I have 12 years of experience in FP&A profile.. Done MBA in 2010.. looking out for a job..anyone has opening in their company..expecting CTC of 25L

like

Got FA FP&A role with strategy exposure @ 2YOE in consulting, decent salary.

Is this a good move? What exits/careers exist for Financial Analysts?

like

Anyone work for Ensemble Health? How much do they pay for the Credit Balance Specialist role?

like

Hi All,

Having 13 yoe in spring boot, micro services. Due to personal reasons, i took a brk from career from dec 2021. now somehow issues resolved and again started job hunt. not sure abt current trend. i can immediately join. how much i can ask now? my last ctc is 20 lpa including vp. please suggest.

like

What's the location of LTI in Noida or Delhi, are the offices up and running?
What are pros and cons joining LTI
What's the annual hike and performance bonus %

like

I have cgi bangalore 9 lpa and also enquero inc 9 lap from Bangalore.
which to choose large organisation small one?

like

More Posts

A guilty pleasure you’d hate for co-workers to find out about?

likehelpfulfunny

I moved from CA to WA, do I transfer my CPA through interstate reciprocity or another method? Which state will I submit CPE to in the future?

like

Hi Fishes,

Currently in
PwC AC from past 1.2yrs and want to go for on-site opportunities.

Anyone knows what’s the process and what are my chances?

YOE: 3.2

TIA!

PwC

like

I'm in Austin for the weekend, what's everyone getting into tonight?

I’m joining a firm in June as an MBA new hire. They just emailed to tell me my job is safe for now, but if things continue to spiral downward that I may not have a job. How worried should I be?

like

Two more weeks until the new year. Is anyone else struggling to finish the year off strong?

like

Can anyone recommend any good recruiters that focus on the MENA region?

(I have recently joined IQVIA bangalore. I will receive my first month salary on 25th this month. Payroll portal got just created for me. So, I opened.)

In my reports -> My current CTC section. It has details of Current annual & Monthly AGS. My question is what is AGS? It is showing half of my CTC. Should I raise this to HR or it is just something else. And where can we get the actual CTC reflection? Pls help. Thanks in advance.

like

I've never understood this, why do there seem to be more female librarians than male?

like

Need 11 likes for DM.please help

like
likefunny

Non-tech person here: does anyone know how to download salesforce icons that can be used in PPT?

Likes for DM Peez 😅🥰

like

Team Lead Operations

like

Before the Avatar and the Four Nations, there were the Consultants, mysterious spirit-world beings that wandered the land searching for their next engagement

Post Photo
likefunnyuplifting

Which one of the big 4 hires the best law firm to do the immigration?

likesmart

Salary range for associate??

Any Punjabi guys here? 26F, west coast

like

I have savings of 5 lac INR and want to invest it somewhere. What should I choose?

like

Can someone explain what the hype is about Gary Vee?

likehelpful

Additional Posts in Cold Calling War Stories/Successes

What companies offer the best leads?

What do you do to stay motivated?

I have come across a solution that has been really successful for our advisors getting in front of business owners and CFOs. Would it be OK to post the details or no?

like

Anybody calling prospects in this environment?

like

What’s your pitch when you call a prospect?

like

Anyone have a YouTube channel?

like

How many calls are y’all making each week?

like

Best place to buy lists ?

like

Anyone get the EA designation and doesn’t focus on taxes?

like

How much do you think the day you are cold calling matters? I feel like I get a lot more no’s on Monday and yeses towards the end of the week.

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