Morgan Stanley Financial Planning Analyst — anyone know what comp is like? 5 years of experience and CFP designation

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

According to the NYC job listing: “Expected base pay rates for the role will be between 75000 and 105000 per year at the commencement of employment.

However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.”

like

Thank you! I look forward to the day when all states are required to have salary info on job postings…

like

Silly question but why aren’t you an associate or a wealth planner with 5 years exp?

Similarly to the OP, I'm looking for opportunities and have 5 years of experience in financial planning, some time at a HNW RIA, and will have my CFP by July 2023. Would be interested to hear more about the Associate or Wealth Planner role.

Related Posts

Hi, I got promoted in Cognizant from associate to sr associate, got the e letter with new compensation for the same. Will there be any annual hike for me now?

like

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

like

Homegrown M(July promotion) , India.

My P recently has been making me bill time to a small revenue project while i am handling huge client revenue one that takes 8 hours of my"official" time everyday.

Post attending those PAM metrics sessions and getting a sneak peak into how our compensation is driven, the above is putting me into dilemma of the P intentions.

Is it ordinary for PAP to ask Ms to fill time on some side hustle project. How will it hurt me in my year end take away?

like

Any CPAs that have also taken the CFP exam and switched to being a financial planner? Considering a career change because work/life balance doesn't exist in public accounting.

like

I have worked as customer service advisor in TCS for over 3 years. My last ctc in TCS was 240000rs pa but in BT the HR has sent me an offer letter of 250000 cts. The HR said that they are giving 30% hike on the top of my basic salary which is 120000 in tcs. But the BT offer letter shows a basic salary of 112000. What should I do? BT British Telecom

like

What’s the average project delivery specialist compensation in GPS like?

like

I don't understand the point of hiring candidates. Its been more than two months and i am sitting idle. There is no updates from management. I am getting info like i will get half salary this month because of the bench policy. I m confused what to do next

like
like

Can some confirm me what is the take home salary after all the deductions? Company HCL

Post Photo
like

What is the expected salary increase percentage for this year for a software engineer? There was no promotion and there wont be in the near future since the company is a small one

Hi! Curious to hear about compensation progression of consultants. Starting off at 25 from the very bottom (no MBA). What can I expect going forward? Any sort of idea for compensation relating to progression is appreciated

like

What is the benefit of co-invest at the associate level vs. higher cash comp - trying to weigh an opportunity

Hi all. I need referral in any MNC. Skills : UI/UX Design, Web Development, Bonus : Graphic Design Yoe : 6 years (relevant), 10 years (overall) Current CTC: 9.0 lacs Discontinued my B.Tech in 2010 Tata Consultancy Accenture Infosys Cognizant Deloitte Dell EPAM Systems IBM DXC Technology Microsoft Google Wipro

like
like

Hey 🐠 had a recruiter reach out about a sales engineer role at a startup. Wonder what company I should aim for (not in SF/NYC, no commission though bonus, strong experience)

smart

McKinsey & Company Potential offer at McK, experienced hire (17 YOE but no generalist consulting background) coming in as EM in their solutions practice. I was told the TC base + bonus was 180K.. Likely offer $180K base, 15% bonus, asked for sign on bonus - don’t know a number yet.. is this standard within the range? What else can you negotiate and how much? Relocation expenses? Any inputs/advice to negotiate better appreciated.. McKinsey & Company

likehelpful

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speak Spanish Portuguese.

likehelpful

Was offered a FB Product Specialist role and just wondering if anyone has any comp suggestions. Is there room to negotiate? This role would require a move from Texas to California so I’d have an increase in taxes… thoughts?
Fb offer: 130base 15k RSU/per year 10% bonus
Current: 155 base + 10% bonus

like

Accenture folks in Europe: what is a realistic bonus % that consultants and managers typically achieve in Strategy?

Heard that despite a max threshold of 20% most people achieve something like 5%-10%; is that true?

What does it take to achieve the max %?

Thanks in advance!

like

More Posts

How many work in office, pros and cons? Thoughts on working in office?

Owner asked to increase rent by 70 percent or vacate by next month end. His home was vacant for 2 years before we came and now when everyone is getting back after covid, pure devil he became. How and when owner becoming so selfish. We asked for 1 month extra but he is like leave its my house.

like

As much as I know I need to go through this. Today - I just felt so lonely. I was clingy and needy to strangers and just want to make some sort of physical connection with a human.

like

How is it November already? My mind has barely started processing that summer 2020 is over.. and now we’re soon going to be in 2022??? 🤯😩

likefunny

Are there any hijabi Partners/Principals at your firm?

How much severance package bny provide if anyone part of layoff?

Is PwC India provide shift allowance to their employees?? If yes how much it would be.

Anyone else struggle with the Managing Partner and Officer Manager duo that creates a toxic environment? Even more so, they are married and do not understand that the cultural issues in the office are largely created by them?

like
like

Real estate solo attorneys — do you close all your deals through a title company? Are smaller clients OK with paying escrow agent fees?

like

I don't understand the point of hiring candidates. Its been more than two months and i am sitting idle. There is no updates from management. I am getting info like i will get half salary this month because of the bench policy. I m confused what to do next

like
like

Just curious: If a company says 'At this time, Capital One will not sponsor a new applicant for employment authorization for this position', so can international graduate(with 3 years of OPT) apply for it or just give up ? Capital One

like

I will be teaching Chemistry this year in a modular classroom with no lab area. Any suggestions on virtual labs? We have chromebooks at ourvschool.

If You need a referral have Cyber experience and a clearance DM me!

like

Amazon Certificated Developer Associate (DVA-C01) vs Amazon Certificated Solutions Architect (SAA-C02)

Which one should be considered, provided zero AWS experience and current tech stack is Java, Spring Boot, Microservices ?

Your suggestion with why to choose any one of them would be helpful.

like

My husband went and took a work call outside, sat on a public bench (we live in a downtown area), then came back to the apartment and proceeded to sit on the bed with the same clothes.

like

Any opportunity for a MD with Healthcare and Life Sciences Management Consulting & industry experience within a AWS vertical? Majority of experience in business development and alliance management within precision medicine and real world data analytics working directly with pharma companies. Look forward to hearing back.

like

Currently an Account manger at Dell and looking to transition into Account Executive role at another Saas company.

like

Hi Everyone,
Greeting!!
I am looking for a job change in IT Support domain in linux system support

Preferred location - Pune YOE- 3 Years

Please help me with referrals for the same

like

Additional Posts in Financial Advisors

What do you expect from your counselors or reviewers? Would you rather tough love and honest constructive feedback?

like

Who here can open an American Funds account without using a Brokerage Account? It seems like most advisors are forced by their BD to use a brokerage account rather than going direct.

like

I need some good career-development or finance-related books, anyone got any recs?

like

6 week cram sesh for CFP. Any recommendations?

like

Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

like

For people that WFH, what's your set up like? Tired of working on my kitchen counter. Might invest a desk and nice monitor.

like

Client wants to set up a self directed IRA and invest in real estate. FML.

like

I am an advisor in Washington State looking to acquire books of business?

like

Tips of being more efficient?

like

I got into this business a little over a year ago because I wanted to help people and make a difference in their lives. I do feel like I do that with my current clients but...

like

According to new rules, if you have a CFP you have to give up your 7.. Correct?

like

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

likeupliftinghelpful

Does anyone have any insight or feedback in regards to working at Fidelity?I keep getting approached for a job opportunity, but there’s no pathway to build any equity there in terms of building a book

like

Can a firm try to charge you for advisory fees when you leave for another firm?

likehelpful

If you were young (or looked young) and were switching over to this industry, would you pursue a degree in finance to give you more credibility? What about a certification(cfp,aams,etc)?

like

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Chaos at WFA exaggerated? Could it be that once the Fed is through and all investigations are complete they WFA will offer the BEST value proposition for Advisors? That the firm has been scrubbed of

likesmart

Did McDonalds really just discontinue the Egg White Delight? I’m not sure this is good for my financial planning career!

like

Knowing your work-life balance now/happiness, if you could go back to when you started, what would you honestly say to yourself? Persevere or quit?

like

Short summary, I'm a career changer with ten years experience in IT, went back to school at earned a degree in financial planning and I'm about to take the CFP exam. What's the most lucrative career path I can take with this education?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.