Vantaggi
If you play your cards well, there are many opportunities for growth. The earlier you accept it, the better - Financial Advice/Financial Planning in the aspect of Retail Banking isn’t about helping clients accomplish their financial goals & increase their net worth - of course that’s what you accept as the reality. It is infact, getting the organization accomplish their bottom line and the Advisor is a Salesperson. So, if you’re good at sales, you’re the perfect candidate and your credentials are all about creating the expert image for the clients.
Svantaggi
Sales - You’ve got everyone from the middle management to the Executives by your side. Service - You’ve got to be a fighter, as you struggle to assist your clients with no support, and lot of friction from the so called support system. Training is shiite, all teaching and no mentoring, coaching or support. Very little team approach. Very traditional & old school approach in processes & procedures, for most literature does not even exist. There is no creative, innovative approach to anything, seems like the higher leadership hasn’t yet discovered the real world as it is.