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Wealth Advisor Reviews
What is it like working as a Wealth Advisor?
January 2023
Intense.
Wealth Advisor in West Chester:
Pros: Relationships with co workers and clients
Cons: Internal workload and ever changing metric expectations
April 2022
Autonomy to run my practice and serve my clients as I see fit.
Wealth Advisor in San Francisco:
Pros: great people, good technology, very flexible
Cons: communication w/ management could be much better
March 2022
A rewarding Career.
Wealth Advisor in Columbia:
Pros: My clients are like family and I love the team I work with
Cons: Communication outside of our office is a work in progress
May 2019
Wealth Advisor in Charlotte:
Not who they claim to be. Not sure how FTB has received some of the awards they claim. Not an efficient bank, technology behind. There is not a clear vision or strategy. Decisions made behind closed doors, no discussion or explanations.
February 2019
Wealth Advisor:
Great culture. Good investment firm. Worst tech in finance industry. Comp is average to below average. Management is average. Benefits are good. Ultimately, the company needs to do a better job of retaining talent by paying above market rate.
December 2018
Wealth Advisor in Dubai:
Pros: Security- safety-stable
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