4.0
Aug 16, 2024
Former employee, more than 8 years
Charlotte, NC
Recommend
CEO approval
Business Outlook
Pros
highly ethical, female led financial firm changing quickly, lots more opportunities for job growth / advancement for BOAs now than even just a few years ago
Cons
small office (frequently one Financial advisor and you) means personality matching matters the most no oversight on bonus sharing... some get nothing, some up to 50% (once the branch is profitable, usually around "level 5")