2.0
Feb 27, 2025
Current employee, less than 1 year
Dallas, TX
Recommend
CEO approval
Business Outlook
Pros
Some Financial Advisors allow you to work remotely occasionally, but not all. Mine did not.
Cons
Financial Advisors have levels, which range 0 through 10. I was told I would be bonused on Production of the FA but that was not true. Mine was only a level 3 though she had been there 8 yrs. Bonuses are paid to BOAs when the FA is a level 5 or higher. I would never recommend working for a level 0 through 4 since the hourly wage is so low.