3.0
Apr 7, 2025
Former employee, less than 1 year
Milwaukee, WI
Recommend
CEO approval
Business Outlook
Pros
- Great training - Support from other Financial Advisors in the area - Company events - Potential for high earnings
Cons
- The role feels very independent (no collaboration) - Prospecting strategies can feel uncomfortable (Door-knocking, Cold-Calling, Community Events) - No room for career growth (10+ years down the road, the most you will amount to is a Financial Advisor), you need to be committed to it for the long haul