Pros
- Great work/life balance and remote opportunities. - Good exposure to new things, being thrown into the fire.
Cons
- Used to live by the motto: "Clients first, Associates second, Shareholders last." Which has quickly flipped to, "Shareholders and company valuation first, Clients second, and Associates last." - No career advancement opportunities; they need your skills at the current level and current pay. - Limited promotions and no KPI's. All subjective and based on whether the manager "likes you." - Growth oriented, but only in the Mergers and Acquisitions sense. - So focused on buying competitors at the cost of internal/organic growth. - Constant hiring freezes and "Ghost Job" postings because capital is used for buying other firms instead. - They have a goal to reach 5,000 advisors. However, instead of developing inspiring advisors already in the firm, they just buy a mid-sized firm with current advisors instead. - You either take the punches or leave the firm.