5.0
May 31, 2015
Current employee, more than 1 year
San Diego, CA
Recommend
CEO approval
Business Outlook
Pros
A lot of very smart people as colleagues (lawyers, CPAs, CFPs) Excellent pay structure if you are good with people and willing to actually work hard Very flexible schedule Management seems to really care about the advisors
Cons
This is NOT a good place to work if you are timid, shy, or lack confidence in your abilities Would love to get more company-generated leads, but that's probably why they pay so well versus banks and other competitors