Intern - Learned a Lot, But Slow at Times - Wealth Management Intern ClearPath Capital Partners Employee Review

The company has been around 20 years with a well respected reputation. Strategic partners and vendors have the highest accolades. Great culture and respect in the work environment. Collaboration with management on planning and vision.

Smaller firm experiencing big growth is always challenging - but exciting.

There are not a lot of pros to working at this company. It is in a good location in downtown SF.

They hire people with no intention of paying them until they have their own clients. This can take months, and you can only begin working here after passing the series 65 securities exam. Even then, it would take years to build up enough clients to make a decent living. Even though you are unpaid, you are expected to work 8-5 Monday through Friday, while researching potential leads by night. No leads are provided, merely some phone numbers to cold call. The business model revolves around getting people to work for no pay for a while, having those people get burned out and quit, passing on their leads essentially for free. They have cheap, terrible CRM software. The atmosphere at this place is so Republican it's toxic, with "Libtard" being a common term used by the partners to describe anyone remotely liberal.