Pros
The pros of working at Buckingham include: - They pay well and have good benefits - There are many people across the company to help you with questions. - The investment philosophy makes sense. However, they are beginning to introduce new "alternatives" that are expensive and have a high turnover. These investment options go against the low-cost, nearly passive approach that they've preached for years, which is a worrying sign.
Cons
Cons of Buckingham include: - Antiquated Technology. For example, everyone has a desktop computer. Their CRM is an extremely old Microsoft system. In addition, their internal systems are slow, clunky, and outdated. Their financial planning software is a cheap, off-the-shelf option that is very limited in what it can do. - As an Associate Wealth Advisor, you're forced to spend your time on what many would call "operations" jobs. These can be a huge time suck (e.g., sending reports and bills to clients), and it doesn't make sense for an AWA to do them. Much of that type of work should by done by admins. - The company has no interest in hearing constructive criticism. They think they're doing everything well already.