2.0
Dec 13, 2024
Current employee, more than 1 year
Secaucus, NJ
Recommend
CEO approval
Business Outlook
Pros
You get a lot of exposure to different areas of holistic financial planning. Portfolio management, clients needs analysis, insurance planning etc. They say hours are flexible but not entirely until you’re more established and producing at a certain number
Cons
Working cold market can be challenging, so without the help of some warm market clients it can be a real grind to meet quota earlier on in career. There’s a lack of training/development for new people in the business. A lot of success comes from choosing the right joint work partners and a bit of luck. There isn’t always a direct translation from effort put in to fruit of labor seen.