Vantaggi
Very good benefits including generous vacation days, company pays 50% of fitness center membership, base salary is good. They offer competitive investments that are not difficult to sell as they generally have good performance and low expenses. In my role I conducted client meetings at colleges/universities and I enjoyed meeting many interesting people and traveling to various parts of the state. I will miss visiting the colleges and meeting with interesting academics.
Svantaggi
Metrics for Financial Consultants are difficult to attain. Sales and service goals are unrealistic and so one always feels that they are behind or not measuring up. The company boasts that consultants don't work on commission but the sales goals are set very high and not achieving them results in little or no bonus or salary increase. After dealing with this year after year one becomes jaded. Management is constantly holding conference call meetings to justify their existence. If you meet certain goals they will just raise them by 10% the next year. Unfortunately, in my office, I had to deal with a Director (not a direct report) who was an arrogant bully who, for whatever reason, did not like me and plotted to make me look bad by accusing me of various compliance violations which were either untrue or exaggerated.