4.0
17 Dec 2011
Current employee
Recommend
CEO approval
Business outlook
Pros
If you like to work in a small office, it is you and your Financial Advisor. You get to know the clients you work with and have meaningful relationships. As long as you and your FA get along, you are like family.
Cons
The pay is moderate. I could make more doing the same job somewhere else although I know I would be working for many other FA's vs one, so I suppose it's not horrible.