5.0
May 3, 2026
Anonymous employee
Current employee, more than 5 years
Recommend
CEO approval
Business Outlook
Pros
Great culture and they really care about their advisors
Cons
Favoritism is evident. If you’re a lifer- you can do no wrong
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The top reviewed jobs include
Users say... "great people and atmosphere to be in" "Some good benefits." "Great culture and they really care about their advisors" "Great people, good management, growth" "Company is in growth mode so there are always new opportunities to make for yourself."
Users say... "Low pay: The average salary is 60K" "What they say is tru about the harsh work life balance since they are constantly understaffed." "Could work on additional training opportunities (presentation training, CE meetings, etc.)" "Managers are also indirectly incentivized to not promote you because they can't afford to lose you from their team since the team is already trying to keep their heads above water due to the unrealistic workload." "Salaries equalized nonetheless."