Pros
Flexible work hours No micro-management Good place to start as an advisor
Cons
Bad leadership Lonely- once you’re done with training, you’re on your own and everyone tells you let me know if you need anything without actual intent. Sales- loved meeting with clients but not so much the door-knocking they are still encouraging. They don’t actually teach you much besides pitching to prospects. I had a BOA in the office but I was to do absolutely everything as a new advisor. THE CULTURE- Every firm event that I went to, it felt cult-y from leadership very much “Drink the Kool-Aid” while they pour you a drink and smile creepily. DEI- Basically all white, middle aged bald men. Aside from the cult-like culture, there was a big “bro” vibe from veteran advisors. Favoritism- gotta lick boots to get anywhere. Lastly, NO ONE from leadership reached out when I left. Oh, and good luck trying to build your book without an existing network of somewhat affluent people.