5.0
May 22, 2026
Current employee
Recommend
CEO approval
Business Outlook
Pros
The culture in the office is great. All the advisors are looking to help one another and collaborate extensively. Being new to the industry, this has offered a lot insight into how to build your own business while being supported by the company itself.
Cons
Prospecting as an early financial pro has a lot more difficulty associated with it than someone entering the field later on in life. More support on how to be successful working with people as a younger advisor with less credibility due to their age and/ or experience would help the younger professionals feel a bit more structured or secured.