Pros
The culture is amazing. Fun company events. Nice downtown San Diego location. Depending on the department you’re in, you can learn a lot about the industry. They will pay for your licenses. You get tuition reimbursement, 401k matching and stocks. Everyone is really encouraging and supportive. Great starting role for someone new to the industry.
Cons
Pay should be more competitive. You’re fully vested on your 401k after 4 years. You have to pay for parking for the downtown location. There could be more diversity in the company especially in top management positions. Medical insurance could be better. Some advisors and their offices can be rude and demanding sometimes treating you as if you work for them. For this position you are always on the phone which can be tiring especially on busy seasons. CEO is mandating people to report to offices 3 days instead of 2 but downsized the San Diego office to one floor with not enough desks for everyone. Frankly, it doesn’t make sense. Most employees can conduct their job responsibilities and duties more efficiently and happier at home. We got through the whole pandemic working remote and everyone was happy and our numbers were still good. We’ve continued to receive awards for our great service to advisors. I don’t understand the fixation with forcing people to commute to work and literally do the same thing they can do at home. You have to spend on gas, $150+ a month on parking. You should empower your employees to decide what work scenario works for them.