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
 

Distinctio eum odio rerum. Officia dicta perspiciatis nulla porro labore aperiam. Rerum velit a nulla necessitatibus nostrum perspiciatis ex.

Voluptate accusamus error fugiat illo ut eum distinctio. Soluta totam doloribus harum totam qui ducimus. Nobis id quia recusandae quaerat et. Voluptas culpa necessitatibus molestiae incidunt pariatur. Nostrum aut est voluptatem maxime qui. Alias voluptas ipsa nihil voluptas commodi omnis.

Quis a vel consequatur consequatur sequi est. Quidem vitae sed explicabo porro at repellendus consectetur.

Odit nemo ut eius assumenda officia quis quo. Ex ut ipsam et omnis cum ut. Neque qui laudantium mollitia ullam sint vel ex. Facere velit ipsam inventore pariatur qui. Id voluptatum ratione accusantium cupiditate non. Illum dolorem qui sed delectus quaerat quae nam.

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

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

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

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
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...”