5.0
Feb 28, 2025
Current employee
Newport Beach, CA
Recommend
CEO approval
Business outlook
Pros
The company has started a new program to pay for all study materials for insurance and investment licensing. There is a generous bonus paid for new advisors who obtain the S7/S66 licenses while at the firm.
Cons
Studying for licenses and earning new business at the same time is challenging but feels good to accomplish once it's done.