Great company, great people, lots of opportunity! - Senior Staff Advisorist Employee Review

The training resources and weekly coaching make the role easy to get into. Feedback is consistent, and managers want you to succeed. Sales isn’t pushy here — the focus is more on building relationships with advisors.

The pace can be fast at times, so you need to stay organized.

The CEO is approachable and transparent, and leadership genuinely supports the team. There’s a strong culture of collaboration where ideas are welcomed and implemented. I’ve been able to grow quickly here, taking on meaningful projects that build real skills. Remote work flexibility makes balancing life and work easier, while still feeling connected to the team.

The pace can be fast and priorities sometimes shift, which may be challenging if you prefer a slower environment. Processes are still improving as the company grows, so there are times when you need to figure things out on the fly. Wearing multiple hats can feel demanding, but it also accelerates learning and keeps the role interesting.