4.0
Jul 2, 2009
Former employee
Recommend
CEO approval
Business outlook
Pros
Great brand and reputation, many opportunities for growth, excellent training in New York, top notch benefits, exposure to senior management, and open architecture platform that allows the investment rep to keep a high commission.
Cons
The PWM program for Associates is a mixed bag and has had a very low rate of success of Associates going on to make it as Investment Representatives. If you're not paired with a team, you're basically going it on your own, and it can be really hard to succeed that way.