Financial Advisors

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

likehelpful
Reaction Icon Like
Arrow Icon
works at

UBS all the way

Reaction Icon Like
likefunny
Arrow Icon

Neither. Go independent so you are not shackled and can be in a position to give the best advice to clients.

Reaction Icon Like
likesmart
Arrow Icon

Worked at both. PNC is the safer bet with the lower ceiling. UBS is going to be eat what you kill unless you are partnering with a team.

Reaction Icon Like
like
Arrow Icon

What’s the position? Are you just trying to decide from being in a bank vs workhouse or is the pnc position outside of a bank?

Reaction Icon Like
Arrow Icon

Both centralized financial Advisor roles. Simply comparing cultures, size, scope, and atmosphere at regional Bank vs global investment firm

Reaction Icon Like
Arrow Icon

Pnc eats alot of commission that they don't tell you about ask both for a commission sheet on all products the grid is only part of the story also ask them to give you a deep dive of the books

Reaction Icon Like
Arrow Icon

I’m at PNC now in the branches. It’s been an enjoyable company to work for. While the commission may not compare to B/D like UBS or EJ, stress is relatively low especially if you’re centralized. I assume you are walking into a book or bringing one?

Reaction Icon Like
Arrow Icon

Related Posts

Am not new to consulting but my reviews and work product is always average. Somehow because of this am always struggling and have anxiety about being laid off every day. I never had a good mentor /tea

like
Reaction Icon Like
Arrow Icon

Ladies, is going out to eat the only thing I should offer on first dates. Or could I offer to go on a bike ride, walk through a park, indoor rock climbing or get whooped at some arcade games? 😈

Reaction Icon Like
Arrow Icon

Is it just me, or is Bulleit just as good as Woodford?

like
Reaction Icon Like
Arrow Icon

How much do you tip your Lyft driver? During prime time as well?

like
Reaction Icon Like
Arrow Icon

Raise your hand if you have nightmares about your fly days to San Antonio 🙋‍♂️ that place haunts me

like
Reaction Icon Like
Arrow Icon

Sr Mgr on engagement has not done one thing on project for 6+ months yet insists on making all major decisions. Any potential sales or BD-type opportunity with the client and they want to drive.

like
Reaction Icon Like
Arrow Icon

Pharma industry could really do itself a lot of PR favors by responding well to COVID

like
Reaction Icon Like
Arrow Icon

Is it worth it to move to a cheaper COL city? My salary would stay the same, and I could just do engagements in cities like CHI and just stay over the weekend (can use flight money back towards hotel)

like
Reaction Icon Like
Arrow Icon

Dont forget those timesheets tomorrow people

likesmart
Reaction Icon Like
Arrow Icon

Looking for a part-time telework position. Any one know if anything?

like
Reaction Icon Like
Arrow Icon

I’m a new hire meeting with a lead associate tomorrow. What are some good questions to ask?

likefunny
Reaction Icon Like
Arrow Icon

Took another day off to decompress. I’m obsessed with braiding dough right now. I made mini chicken bread for lunch.

Post Photo
likeuplifting
Reaction Icon Like
Arrow Icon

Have an interview with Deloitte digital for senior manager role.. any tips 🐠 ?

like
Reaction Icon Like
Arrow Icon

How common is international travel at McKinsey (associate level)? Curious whether it’s very rare or office-specific. Joining in January and just wondering.

Reaction Icon Like
Arrow Icon

What do you do with your stocks in this economy?

like
Reaction Icon Like
Arrow Icon

Any M3s here not made SM? Am I the only one?

Reaction Icon Like
Arrow Icon

It's a hard time for brands buying Twitter trend spots; didn't you learn from Weight Watchers mistake?

Post Photo
like
Reaction Icon Like
Arrow Icon

Does anyone else also feel like the current situation lead to a disruption? If so, what could be that disruption to which we align next 10 years of our careers?

like
Reaction Icon Like
Arrow Icon

Has anyone received offers recently but have not been able to do preliminary stepslikw fingerprints, drug screen, etc. due to covid? Do you have to wait it out?

like
Reaction Icon Like
Arrow Icon

Other ESL 🐠, how do/did you prepare for the reasoning part of the GMAT? What was your experience like? What do you recommend that I do?

like
Reaction Icon Like
Arrow Icon

Download the Fishbowl app

That was just a preview…
Sign Up to see all discussions
  • Discover what’s it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Sign in here

Share

Embed this post

Copy and paste embed code on your site

Preview