5.0
Feb 28, 2026
Recommend
CEO approval
Business Outlook
Pros
Building long-term relationships with clients, with a focus on providing advice rather than pushing product. Steadily expanding my network. Solid assist from the support team with operations, paperwork, and follow-ups. Clear processes. Workdays that mix meetings, reviews, and portfolio discussions. Competitive pay and benefits.
Cons
Can't retain clients without serious commitment