3.0
Sep 6, 2019
Current employee, more than 3 years
Recommend
CEO approval
Business outlook
Pros
Great benefits and wonderful coworkers.
Cons
As an advisor, you’ll be encouraged to get your CFP only to find it’s very hard to move up to the next position, and even if you do, much of your day will be spent on mundane administrative tasks. Even worse, there is an increasing emphasis on metrics. They watch every little keystroke and are constantly adding tasks. It’s sink or swim, where swimming feels like doing the butterfly across the Atlantic. Plus the pay is low.