3.0
Jun 5, 2021
Current employee
Cincinnati, OH
Recommend
CEO approval
Business Outlook
Pros
Decent benefits and great work hours.
Cons
Company is much too frequently changing processes without having the logistics well thought and technological issues plague everyday functioning. Base pay is a bit low for job responsibilities. Profitability bonuses can be good if you work with an advisor that sees your value but it is up to each individual advisor if he/she wishes to share. Personal service which used to be the cornerstone of the business model is changing and appears to be moving towards a centralized call center approach. The direction maybe necessary but at a cost to the great personal service they used to provide.