Vantaggi
Great team environment. The firm promotes team work with the primary goal of servcing clients at the highest level. Employees are treated with respect and have direct access to work with Partners in the firm. Salary and benefits are very good. It is a great learnig enviornment if you want to become a Technician vs. a sales person. We service many high net worth clients and provide investment management as well as very sophsiticated financial, estate and tax planning to these same clients.
Svantaggi
The demands of the client base and stock market can provide for very busy days. This job requires a team member to multi task daily and be flexible to change directions at a moment's notice. Some of this is due to the nature of the business.