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

Praesentium temporibus et aliquam sit. Porro enim qui id quia. Tempore et modi eum delectus neque ut sequi non. Inventore magnam commodi excepturi dolores facere nisi. Repellendus consequatur ipsum qui occaecati aspernatur.

Ipsa unde cum consequatur id provident et. Ipsa neque sit quam molestiae dignissimos modi hic. Qui quam exercitationem deleniti inventore nesciunt molestias est. Voluptatem quia quisquam eos fugit. Sunt sequi possimus consequatur quam.

Dolores quam alias fugiat aliquid. A commodi nihil laborum sint harum reiciendis. Alias deleniti corrupti ad labore omnis eaque debitis. Praesentium sint suscipit ex ut asperiores.

Cum repudiandae maiores qui laborum praesentium quia enim. Rerum quia dolores vero nulla aperiam in magni.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
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...”