4.0
Jan 18, 2017
Anonymous employee
Current employee, more than 3 years
San Diego, CA
Recommend
CEO approval
Business Outlook
Pros
You are an independent financial advisor/planner and there is no pressure to sell products to clients. You determine your own marketing plan, determine your own hours, client segmentation etc. The back office/resource center is very helpful and supportive.
Cons
You are completely independent and must find your own clients or buy a book of business. Until you earn enough revenue to hire an assistant, you are doing everything (paperwork, processing, plans, investments etc.) by yourself.