Employee Review
- Current Employee, more than 3 years★★★★★
Financial advisor for private practice
Jan 10, 2023 - Financial AdvisorRecommendCEO ApprovalBusiness OutlookPros
Great company, good pay and great support from the home office when needed.
Cons
Need better investment management models, have to outsource the research side for a lot of stuff.
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Other Employee Reviews
- Current Employee, more than 10 years★★★★★
Pros
Excellent company reputation, salary, benefits, growth and development opportunities
Cons
There are no cons here
- Current Employee, more than 1 year★★★★★
Great Culture but Loses its Top Talkent
Mar 30, 2023 - Financial Advisor in Minneapolis, MNRecommendCEO ApprovalBusiness OutlookPros
The Leadership is phenomenal! They execute their business plan while keeping team morale high. There training program is the best in the industry. The amount of reps and opportunities to talk with clients is second to none. Gives young advisors a rare chance to see the impact they can make in clients lives early on in career. The AAC has a lot of younger people to connect with and build relationships with outside of work.
Cons
Following the training program, industry peers offer more money. They lose their top talent and higher educated employees because industry leaders pay 20% - 50% more. You are not fully vested into the 401k match until 5 years.
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