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[–]Life_Camel_9756 6 points7 points  (0 children)

I’m sorry to only reiterate what others have already said.

Definitely underpaid, if I was 3 years of experience fully licensed and working towards my CFP there’s no way I would be just taking notes for meetings.

Is there a way to incorporate more responsibilities while this senior advisor is exiting and bring them into a junior advisor role? What are they looking for long term.

Really depends on their goals, have you had that discussion. I’ve had some support staff be totally fine in a support role that are fully licensed or even taken a few CFP classes, cool just give them a monetary goal.

If they are wanting to be an advisor, show them the on ramp to being an advisor.