3.0
Feb 11, 2015
Current employee, less than 1 year
Recommend
CEO approval
Business Outlook
Pros
People are nice and supportive; They provide many types of financial services to credit unions around the country; Offer insurance and investment services; Financial advisors are compensated through commissions; There is some training on the front end but most of it will be on-the-job.
Cons
They are really hands-off and they allow the financial advisor to develop everything on their on. If you request help, they will try and help but they are a small operation and don't have the staffing to provide what is really needed in my opinion.