Vantaggi
Great salary, schedule flexibility, and the benefits are great overall. This role is established for a tenured financial professional you will be the direct person for more complex clients and have the ability to use discretion regarding the clients you wish to work with.
Svantaggi
Retail banking environment, your success is not independent to your own efforts. Your colleagues will not have the same professionalism and experience that you will come to the table with. You may make more than your manager, and that will cause contention. The company is building the plane as they are flying it, so there will be dysfunction. You will not be able to use your investment background in this role, you are prohibited from discussing concepts with clients. The focus is to refer the client to your financial advisor that may not have as much experience as you. If you have strong sales skills do not take this role, you can't use them in this role.