Looking to add planners to my team! Seattle/LA/ Irvine/Boston/Phoenix areas! Must have CFP! Message me if you’re interested or know anyone!

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

Fee only! Large, National RIA!

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At this point the author should disclose his firm so we can share with our networks an RIA to avoid. He/she might as well hang a big sign above the front door 🚪 that says welcome “support planner” dead end ahead. You’ll either die from starvation or wake up one day and realize your worth and jump to a firm that provides compensation to maintain a standard of living.

Important note 📝 the 92k Net figure does not include any contributions to retirement accounts. How ironic it would be working for a firm that specializes in retirement planning but said “support person” can’t afford to contribute to their own.

helpful

Senior Consultant 1- I’d love to see your data on compensation for support planning roles. Seems like you know more than me and anyone else on here. Why don’t you share what your compensation ranges are?

funny

Hahaha I do a ton of consulting but none on national ria support roles, sorry buddy can’t do your homework for free (I’m not surprised by your request.)

I think what you want to take away from this post is people are your most valuable asset, you should consider paying them enough so they don’t have to drive UberEats on the weekend.

But maybe I’m wrong and your inbox in flooded with qualified “support persons”. Perhaps there is a line outside your office right now with folks just hoping to pick an application.

Fee only, fee based, or commission?

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