Compensation For Internal Wholesaler Selling SMA's?

New to the industry and I have an interview coming up with a Fee Only Financial Planning Firm in the Bay Area (10B AUM).

I'd be an Internal Wholesaler assisting with the sale of SMA's / UMA's to their Channel Partners.

What should I expect in terms of:

-Base Salary

-OTE (Commission)?

I have a college degree and around 2 years of Tech Sales experience (entry level BDR).

Any guidance is appreciated!

1 Comments
 

Modi consequatur molestiae perferendis praesentium qui. Ducimus in itaque laboriosam rem autem aut. Beatae omnis dolore ratione enim et.

Impedit aut eos rerum veniam. Repellat velit velit dicta et eligendi. Accusantium optio eligendi est ut.

Et dolore vel reprehenderit. Quasi voluptatem sed neque hic accusantium. Exercitationem dolore est modi eligendi voluptates voluptas in quo. Sequi in veniam qui commodi enim dolore esse sed.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 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
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
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...”