Pros: bonuses based on performance and client contact
Cons: one on one working relationship with a single adviser.
A typical day would involve some face to face client contact, phone work answering client questions, vendors, appointments and check in calls. Preparing requested reports for client appointments in the office. I would process all mail, deposits and insurance/annuity applications and their follow up. Possible marketing items such as advertising, compliance reviews, training in the branch. The best part of my day was helping our clients and getting to know them. The hardest part was making clients feel comfortable during market down turns. A negative to my position was the lack of mobility once a Senior status was made, usually within 3-4 years. And that you are only working for one financial advisor. It requires a teamwork approach. I would prefer to work for more than one person, possibly a team, who appreciate the efforts of each and are compensated fairly for their contributions.