3.0
29 Dec 2017
Former employee, more than 1 year
Kansas City, MO
Recommend
CEO approval
Business outlook
Pros
If you get in with the right Financial Advisor it can ve an enjoyable job. Many BOAs are extremely dedicated and are treated well. Then there is the other side of the coin. Unfortunately my advisor was arrogant, short tempered, at times somewhat incoherent in explaining things, and very self absorbed. Long time BOAs can also make it difficult to learn as they can feel threatened by new BOAs.
Cons
In my case the Advisor was really a high pressure salesman who put his best interest above that of clients, particularly elderly clients. He did not like to be asked questions and didnt hesitate to exaggerate and literally tell people he could promise them a certain level of return on their investment.