3.0
Apr 3, 2026
Current employee, more than 3 years
Newark, NJ
Recommend
CEO approval
Business Outlook
Pros
Reputable firm, fixed income strengths, diversified offering, exposure to funds, extensive training, friendly and supportive co-workers, opportunity to get licensed
Cons
Top-down hierarchy with Head of Distribution responsible for many decisions and front-line managers acting as glorified babysitters with little to zero external wholesaling experience between them. 75 daily calls with an emphasis on quantity over quality and memorizing sales pitches so turnover is high and burnout is unavoidable.