2.0
Feb 1, 2026
Current employee, more than 1 year
Recommend
CEO approval
Business Outlook
Pros
Guaranteed pay for a period of time and good benefits
Cons
The firm is stuck to the old ways. They say that financial planning is a top priority, but use a sub-par proprietary planning software. If you actually want to be a planner, not just in investment sales, you better have good, experienced bankers that can identify those prospects.