3.0
Nov 22, 2024
Former employee, more than 5 years
San Francisco, CA
Recommend
CEO approval
Business outlook
Pros
- Securities licensing and general tips on building relationships - Clients given to you at the start - Branch resources and Home Office Support - Salaried at the beginning with a step down over time - 401k and profit sharing
Cons
- Unless you are a partner, work/life balance near impossible - Advisors pitted against one another in the region and in cities - Work harder not smarter attitude - Salary decreases over time and workload increases - You cannot charge a separate fee for planning - always evaluated on sales and AUM