3.0
4 Feb 2022
Former employee, more than 10 years
Costa Mesa, CA
Recommend
CEO approval
Business outlook
Pros
Friendly Staff Excellent Teaming Approach Knowledgeable Advisors Good Synergy Lead Generation Program High (AUM) Payout Rate Good (Life Insurance) Renewal Rate
Cons
The advisor pays for virtually everything out of pocket (parking, tech, service, staff, etc...) Benefits - must hit goals for 401k matching. Must hit (insurance) sales goals for health benefits. Back office support - this is the worst! Half of the time you'd get the answering machine when you need answers right away. Supplies - they constantly run out of office supplies!