2.0
Aug 12, 2010
Anonymous employee
Former employee
Recommend
CEO approval
Business outlook
Pros
Outstanding research and analysis assist the advisors with job performance.
Cons
Financial Advisor training is primarily focused on sales with little information on products and strategies. It's hard to be good at sales if you can't carry on a discussion about strategies for longer than 5 minutes. Their efforts to save money will have a long term negative impact.