3.0May 11, 2025Licensed relationship bankerFormer employee, less than 1 yearRecommendCEO approvalBusiness OutlookProsCompany pays for all the licensingConsPay is low after licensing. Also, lack of autonomy when being creative for prospecting clients that are unresponsive.Show more
5.0Jan 20, 2026Private client bankerFormer employeeCalifornia City, CARecommendCEO approvalBusiness OutlookProsgreat monthly uncapped commission and annualConsLowest salary in the industryShow moreHelpfulShare
4.0Jun 19, 2026Relationship bankerCurrent employee, more than 3 yearsCarlsbad, CARecommendCEO approvalBusiness OutlookProsGreat benefits and team atmosphere. Great training and team support. Great incentive program for investment clients.ConsCold calling the same leads every few weeks. Some slow days. Takes a long time to move upShow moreHelpfulShare