5.0
Jan 19, 2016
Current employee, more than 10 years
Phoenix, AZ
Recommend
CEO approval
Business outlook
Pros
Competitive Salaried Investment Training & Licensing Walk-In Affluent Client Opportunities Freedom to work with and develop a personalized product mix Top-notch support, including an engaged Private Bank ($1mm+)
Cons
Revenue Capture Absence of a Client Associate in ramp-up years can make for some extremely long hours to maintain and grow book of business in first 3 (or so) years. However, this also forces one to learn-by-doing the clerical side of the business.