Disfunctional Environment - Recensione dipendente - Vice President - Senior Financial Advisor presso Union Bank

Advisor comp plans reduced 5-20% to pay for bank inefficiency. Potential biz partners are paid more to send investment clients to Highmark (internal RIA). Brokerage revenues not on scorecards for most business lines. Revenue credit is reduced 25% before going to a slightly below average grid. “Partners” can refer around advisors with no consequence while a rules of engagement strategy is touted for years.