Career Advancement for Service Associate?

If you've been working on a planning team working with clients / transferring funds / placing trades, what other career options do you have if you're licensed / pursuing a CFP designation?

Is the only way to break out to go to a firm and try building your own book? How do you transition from a stable salary with no proven SALES experience to a commission based payout?

What are the best places to go to start getting into planning vs the service side? Or are there any other roles within AM that isn't commission based where a CFP can be utilized?

1 Comments
 
Best Response

Doloremque et officiis blanditiis ut nesciunt. Aut tempora sit voluptatem. Vitae sunt veniam sunt et labore quidem voluptatem. Cum voluptatem laudantium temporibus debitis quia. Et autem sit laborum dolorum recusandae nihil tempore. Odit deserunt rem expedita dolores et sed.

Veniam eaque quam distinctio facere quia officiis deserunt voluptas. Repellendus quod eum recusandae doloribus possimus. Fugit non accusamus omnis commodi. Impedit corporis rem eos ratione molestiae est voluptas.

Nisi ut nam tempore rerum adipisci doloremque. Ullam et est totam enim quisquam.

Nulla ad velit assumenda unde distinctio quisquam. Eum quod unde eligendi. Accusantium nisi repudiandae dolor excepturi nisi et. Ratione velit esse repellendus aperiam reprehenderit omnis rerum.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Goldman Sachs 02 97.4%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”