5.0
May 27, 2016
Current employee
Seattle, WA
Recommend
CEO approval
Business Outlook
Pros
Excellent employee-owned company where clients and employees are valued above profits. Excellent training. Excellent cooperative company atmosphere. Highly ethical.
Cons
Branch teams are two people; the financial advisor and the branch office administrator. There needs to be a good personality fit. However, you are able to transfer branches after a year of service.