5.0
7 Nov 2020
Former employee, more than 1 year
San Diego, CA
Recommend
CEO approval
Business outlook
Pros
Smaller company Boss is very familiar with each client and is very caring Very focused on getting each employee to become successful independent wealth managers The company approach for each client is to get them towards financial independence from passive income
Cons
A lot of your learning is up to you, which can be either a pro or a con depending on how you work. It is small, so there aren't going to be clients handed to you. You have to be able to get your own.