66% would recommend to a friend
Jeff Motske
85% approve of CEO
69% positive business outlook
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Users say... "Great culture and sound financial planning" "The rich training allows a new advisor to grasp fundamentals of the Industry while experienced advisors have access to advanced training for their ongoing development, while encouraging them to continue the industry education with obtaining their CFP." "The people were amazing to work with and do friendly." "Good management overall" "Some of the coworkers are nice"
Users say... "Low pay compared to others" "Overall benefits could be better for the employees who are not Financial Advisors." "structure of commissions and cold calling" "Being a great salesperson doesn't make you a great manager." "There are no paid holidays"