So I've been working for the same firm for 4 years since college graduation and it's been very challenging as you can imagine. I may have to move on from my current firm because of low production numbers.
I don't know IF I'll have to move, but If I do have to, I want to have thought through my options. I'm thinking that with my previous background in traditional banking that I would be most attractive to banks than firms. I am concerned about finding placement given the current job market.
I'd prefer flexibility with client offerings. I am concerned that working for a bank would limit actual financial planning services, which is a good part of my practice model since I believe it helps clients understand their own finances and make suitable decisions.
So, that being said, what banks do you believe would be a good fit?
I'd appreciate your feedback.