Horrible Experience at this company - Associate HollisWealth Employee Review

Value their clients and employees in high esteem

More growth pipeline for mid range professionals

Good place to learn the business. Family type office which can work as a pro and con.

Hard to move around because there isn’t a lot of room for growth. Pay is low in relevance to the banks. You work directly for the advisor so there isn’t a lot of leverage when it comes to increased salary and career growth. If you work for a selfish advisor, you can be stuck in a demanding career for very little pay. A lot of assistants are unlicensed and still do trades which is illegal... if you don’t become licensed it is very unlikely you will ever be hired on by a big bank (licensing is a MINIMUM at the bank) at holliswealth it is a rare occasion for their staff to be fully licensed. No benefits or retirement plan. Advisors struggle to find good staff but it’s very obvious why, can’t compete with banks on their overall package. No good trading platform, how do you quote someone a stock on google? .... training for advisors is required, when I left I felt like I was BEHIND in knowledge, advisor couldn’t teach me anymore... so I left.