5.0Apr 23, 2025Financial advisorCurrent employee, less than 1 yearWellesley, MARecommendCEO approvalBusiness OutlookProsGreat job with flexible work schedule.ConsBuild book of business from scratchShow more
5.0Apr 2, 2026Branch managerCurrent employee, more than 8 yearsFort Myers, FLRecommendCEO approvalBusiness OutlookProsCompensation structure, product availability, brokerage system, overall tools, open structure to do best for your clientsConsSupport staff are more hands off, not a lot of in house support staff members.Show moreHelpfulShare
3.0Jun 2, 2026Financial advisorFormer employee, more than 8 yearsMelville, NYRecommendCEO approvalBusiness OutlookPros- Great place to go to get full licensed quickly - You create and build your own businessCons- No real base - if you don't have a solid network or don't work close with a senior advisor you won't make it. - High turn over rateShow moreHelpfulShare