4.024 Jan 2024Wealth management internFormer employee, more than 1 yearNew York, NYRecommendCEO approvalBusiness outlookProsWork Life Balance Highly motivated candidates can make a lotConsNo Base pay Have to find your own client baseShow more
5.02 Apr 2026Branch managerCurrent employee, more than 8 yearsFort Myers, FLRecommendCEO approvalBusiness outlookProsCompensation structure, product availability, brokerage system, overall tools, open structure to do best for your clientsConsSupport staff are more hands off, not a lot of in house support staff members.Show moreHelpfulShare
3.02 Jun 2026Financial advisorFormer employee, more than 8 yearsMelville, NYRecommendCEO approvalBusiness outlookPros- Great place to go to get full licensed quickly - You create and build your own businessCons- No real base - if you don't have a solid network or don't work close with a senior advisor you won't make it. - High turn over rateShow moreHelpfulShare