Pluspunten
If you are a recent graduate interested in the financial advising industry this will be a great place to start. The licensing program that gives you 6 months of paid study. Pay is low to average. Firm benefits are solid.
Minpunten
- Weak leadership that never plans all the way through forcing them to blame advisors for their poor planning. - You will get the run around to every question you have - Many colleagues feel misled from the conversation and expectations that were set during their interview - Upward mobility is low, they higher primarily from outside - You will not learn how to be a true financial advisor. You will only learn sales since you will push a certain product/platform - No long-term career path past senior advisor (senior advisor can be attained as soon as 12 months from passing your licensing exams) - You will feel like you’re only a number, as your direct manager and upper management are more concerned about your quarterly production versus your personal growth.