5.026 Jul 2017Financial services representativeFormer employee, more than 3 yearsLa Jolla, CARecommendCEO approvalBusiness outlookProsExcellent, supportive, talented team.ConsNot really a con but it's a really challenging business.Show more
4.04 Oct 2018Financial plannerFormer employee, more than 1 yearSan Diego, CARecommendCEO approvalBusiness outlookProsNew employee training and mentoring programConsOutdated lead generation techniques and inadequate budget and firm leads to feed new advisors.Show moreHelpfulShare
4.07 Jun 2013Financial services professionalFormer employee, less than 1 yearSan Diego, CARecommendCEO approvalBusiness outlookProsLearned Sales Skills in morning seminars. Have a Manager as a mentor.ConsWould like to go out with Manager more to see how its done, versus having to try and make calls on my own.Show moreHelpfulShare