5.0
18 Oct 2025
Former employee, less than 1 year
Houston, TX
Recommend
CEO approval
Business outlook
Pros
The training resources and weekly coaching make the role easy to get into. Feedback is consistent, and managers want you to succeed. Sales isn’t pushy here — the focus is more on building relationships with advisors.
Cons
The pace can be fast at times, so you need to stay organized.