5.0
Nov 8, 2023
Recommend
CEO approval
Business Outlook
Pros
Schedule flexibility, great benefits including maternity & paternity leave, great culture, meaningful client & co-worker relationships, no micromanaging, generous bonuses IF you work with the right FA, constant growth & improvement, lots of training & support
Cons
Can be hellish if you have an FA that doesn’t value you, bonuses are optional & at the discretion of FA, company values have changed over time to shift away from helping the “little” investor/those just starting out, sometimes the direction of the firm seems confusing, BOA pay could be better, BUT things are on the right track to get better