Vantaggi
Good base salary. Excellent benefits. Retirement plan is generous. TIAA-CREF matches charitable contributions to educational institutions. Nice campus in Charlotte. Good co-workers. Excellent Core Values. They really do want to put the client first.
Svantaggi
Technology is unwieldy. Sales goals are not tailored to each region. High wealth areas have the same goals as low wealth areas. If you are not at goal after your first 90 days, you are written up! Sales credit takes months after the fact. Little support for new advisors to navigate this complex organization. Silo departments, nobody takes ownership, but is quick to place blame. Numerous problems crediting clients' money to the right accounts. Everyone is walking on eggshells. Lots of advisor turnover. NIGO's abound. There is a whole dept devoted to NIGO, but they are not there to fix the problem, just to ID.