5.0
Sep 4, 2018
Current employee, more than 3 years
Cherry Hill, NJ
Recommend
CEO approval
Business outlook
Pros
Perfect size in my opinion. You can discuss issues with the owners of the company while also having the resources of a billion dollar organization. Great teamwork between the advisors, not as cut throat as my past employers. The organization will work with you to grow your business. No weekly/monthly sales goals that often put extreme stress on advisors. This is my fourth organization as a financial advisor in my career and can finally see myself at a company for 20 years plus.
Cons
The business of financial advising in general is difficult, riding the ups and downs is challenging. Name recognition is not a powerful as a Merrill/Morgan/Goldman etc.