4.0
Apr 7, 2017
Anonymous employee
Former employee, more than 10 years
Houston, TX
Recommend
CEO approval
Business Outlook
Pros
Great benefits, opportunities to grow within, supportive management in some offices (all offices are a different), they believe in everyone holding integrity, respect for each other in all ways. Management tries to be supportive with financial advisors new to the industry.
Cons
lower pay (if salary employee). Financial Advisor positions are 90% failure rate coming in new to industry. Most won't try to get to know you until you have been their a while. The seasoned advisors are not open to bringing in partners like management wants them to, so new FA's be warned. Lots of hours marketing, calling, networking to build your business if new. That never ends as you must always bring in new clients to keep your business growing.