Was previously working as an advisor growing a nice book and left to move 18hrs away to be close to family. I was pregnant and desperate to take what would move us and now I’m a planner working for FAs and I’m making $130k. Was fine at first while I got thru pregnancy but now I’m not happy & regret accepting the job and pay. I’m supporting others who are making 3-4times my salary. I have 10 yrs experience and CFP, often more than FAs I’m helping. Ask for more $$ or start over being an FA?

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You can start by asking for more money, but I doubt you'll get what you're hoping for. Any interest in transitioning to an FA? It wouldn't be that difficult of a pivot since you're already working in that sector anyway.


Definitely go back and forth of transitioning back to FA, never with my current firm through. The planner job is so easy, I only have to put in minimal effort and they are blown away, but I came from a much more sophisticated firm. Thinking about starting from scratch again is scary and would be a lot of work, and possibly a pay cut while I build. I have a family to pay for and my husband is growing a business as we speak so my income is important.

Can you negotiate in tying in their new revenue as a bonus to who you’re planning for?

I am tracking new revenue I’m involved in so that could be an option maybe. I’ve put in a lot of work on some really large wins.


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