5.0Sep 23, 2022Senior financial advisorCurrent employeeRecommendCEO approvalBusiness outlookProsThere is opportunity to growConsIt is a small firmShow more
5.0Nov 21, 2022Senior financial planner (cfp)Current employee, more than 8 yearsSalt Lake City, UTRecommendCEO approvalBusiness outlookProsUnlimited income. Flexible schedule. Run your own practice.ConsRisk of being an entrepreneur.Show moreHelpfulShare
5.0Apr 17, 2017CfpCurrent employee, more than 10 yearsSandy, UTRecommendCEO approvalBusiness outlookProsLots of opportunities for financial advisors.ConsMust be able to bring on new clients. Advisor job is not for everyone.Show moreHelpfulShare