4.0
30 Jan 2015
Current employee, more than 1 year
Boston, MA
Recommend
CEO approval
Business outlook
Pros
Newer position that allows you to run financial plans for senior financial advisers. You are able to develop nonthreatening relationships with advisers with the goal of potential teaming or joint partnership opportunities. A very good way to learn the wealth management business for a year plus without having the pressure of bringing in business
Cons
Tracking system for financial plans is not perfect. It really depends on your office as to whether advisers believe in the financial planning process. Some offices might make it tough to reach any type of bonus. Transition to a Financial Adviser Associate happens quickly. Make sure you are prepared from the start. Your FAA month 0 is your last month of WAA.