Pros
Good culture, good 401k match, easy to get out in the field if you’re an internal wholesaler looking for a shot at a territory, great product, great resources
Cons
Management is a mess, will not be paid on flows unless you have a ‘confirmed trade,’ which results in more time spent being a detective as opposed to selling. The company is public and very cheap. The board constantly trying to find ways not to pay their sales people. Lots of turnover with field sales reps. And far below industry compensation. Significant portion of bonus is paid in company stock that vests over 3 years. Management is also heavily focused on developing the digital assets business, directing a significant amount of resources away from ETFs to digital assets. I would only recommend this company to young professionals using this role as a stepping stone to a better opportunity.