4.0
Aug 30, 2018
Anonymous employee
Current employee
Recommend
CEO approval
Business Outlook
Pros
Great entry-level opportunity for someone trying to get into financial advising and wealth management. Potential to earn a lot of money if you are willing to work hard. Management is very friendly and willing to help out.
Cons
Just like most financial advising firms, a lot of the prospecting consists of cold-calling. Also, while you do have the guidance of your managers, much of the work is independent, therefore your income is based on your ability to call, set meetings, and make sales/close business.