3.0
16 Aug 2016
Former employee, more than 3 years
Atlanta, GA
Recommend
CEO approval
Business outlook
Pros
Good training, home office support is good, benefits are ok
Cons
Many Financial Advisors need to be trained in how to work with their BOAs. My FA was new and had no idea what my responsibilities vs his should be. He kept piling things on to me that were not appropriate (per my conversations with other offices and even the home office). Then he would become irate when I tried to tell him those were not my duties and sometimes not even legal for me to do. Salary is not commensurate with the amount of work you will be asked to do. You will hear lots about bonuses to be shared with the FA but that is at his discretion. If your FA is new or just stingy you will not see much for all the extra work you do to build THEIR business.