2.0
Aug 25, 2015
Current employee
Recommend
CEO approval
Business Outlook
Pros
Plenty of clients to work with People are nice to work with
Cons
Not enough pay for what's required of the job Too much oversight; micromanagement; director and above level are way too hands on, doesn't allow for individual personality and strength to shine; moving towards the direction of a "every client gets the same solution". Don't have capability to take on/ service/ provide value to ultra high net worth Wealth management structure too rigid Way too much compliance; to the point a wealth management advisor can't do their job Bottom line- don't work for individual advisory service! It's still at its infancy stage.