5.0
3 June 2024
Ideal Starting Point for New Financial Advisors
Former employee, more than 1 year
Irvine, CA
Recommend
CEO approval
Business outlook
Pros
- Excellent management and mentorship from Michael Byrne. - Fun and supportive work environment. - Opportunity to complete key certifications (Series 7, Series 66, Life & Health). - Competitive annuity payouts and AUM grid. - Insightful and practical one-on-one roleplays. - Own your book of business
Cons
- Compensation is primarily commission-based, which might be challenging for new advisors. - Industry-wide high turnover rate. - Limited base salary, especially in the initial stages.