4.0
May 9, 2014
Current employee, more than 1 year
Providence, RI
Recommend
CEO approval
Business Outlook
Pros
Broker of the future. Knows what clients want. Do a great job keeping advisors informed on how to utilize new technology. Constantly striving to improve advisor and client satisfaction.
Cons
Training requires pro-active approach. Lack of structured positions. Role conflict, ambiguity.