2.0
Mar 1, 2017
Current employee, more than 1 year
New York, NY
Recommend
CEO approval
Business outlook
Pros
- Friendly, lots of clients/opportunities. - Strong values, put customer first. - Mentor program and collaborative team environment helps new advisors get up to speed.
Cons
- Role requires far too much account maintenance and documentation. - Disparate systems and business processes. - Lack of transparency around compensation, no annual raises, low payouts. - Extreme levels of micro management. - High burnout rate.