5.0
29 Jul 2016
Current employee
San Francisco, CA
Recommend
CEO approval
Business outlook
Pros
Outstanding support and training from the management team in the No Cal office They take you out, show you how to do a comprehensive plan and give you most if not all of the commission. They truly care about your success. Great Culture in SF where everyone has fun, wins and is successful (many what they call Centurion level producers) Excellent platform for helping clients, including asset management, planning and insurance
Cons
Ramp up time takes a few months so if you can't carry yourself for a few months, don't try it. Series 7 is a hard test, but if you take a bunch of practice tests and get in the 80's you'll pass If you're not driven and persistent, this is tough. Not for wussies.