3.0
Feb 23, 2023
Former employee, more than 1 year
Phoenix, AZ
Recommend
CEO approval
Business Outlook
Pros
Inbound calls and Outbound calls, a good start to build skills with planning and discussing investments with clients
Cons
Low salary, not a good fiduciary, they don't holistically plan like they say the do, outside accounts don't update properly if client isn't logging in consistently, thus holistic advice is not accurate as a result. Adding private equity will also slowly erode the company from the inside.