5.0
Jun 24, 2024
Current employee, more than 3 years
Raleigh, NC
Recommend
CEO approval
Business Outlook
Pros
Training and mentorship for new advisors entering the field to help jumpstart their careers. Mentorship and assistance for experienced advisors joining the firm and onboarding clients. Flexible pay structures to help starters and experienced advisors as the join the firm to ensure success. Leadership is very engaged and available at all times.
Cons
Tech package and integrations could always be better but improvements are being made every month.