Warning! Don't work here! - Insurance Agent Creative Planning Employee Review

They pay very well, even for entry-level positions. Training is also thorough.

Although you can work up to higher-paying jobs inside the company, the process is very slow. You are required to work a certain amount of years in a position before you are even allowed to request a transition.

There is significant client growth, which creates promotion opportunities without someone having to leave, and lack of time tracking allows me to get to know my clients and take the time to answer their questions versus worrying about realization / billing them for it. Seems like high performers are given autonomy in running their book.

Growth also means lots of changes to processes, which generally improve things, but there have been bumps along the way. Although not a traditional public accounting firm the tax season still has elevated hours (60+) in the spring.