Employee Review
- Former Employee★★★★★
Associate Financial Advisor
Jan 17, 2023 - Financial Advisor in Dayton, OHRecommendCEO ApprovalBusiness OutlookPros
Great CRM system and everything is in one shop.
Cons
Can not sell Columbia funds
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.
Continue reading