5.0
Sep 2, 2025
Recommend
CEO approval
Business Outlook
Pros
Rich culture and legacy with great people always willing to help. Having successful advisors to work jointly with and learn from, plus have subject matter experts on site to assist as needed, such as comprehensive planning, marketing, technology, etc. provide an exceptional experience. Recent changes to contracts now allow for new advisors to receive some predictable compensation and work within a 40-hour work week with structured training as they launch and build their own practice; this helps two of the biggest challenges new entrepreneurs typically face.
Cons
Must be self-driven, a go getter, persistent, and very coachable.