4,0
18 gen 2017
Dipendente anonimo
Dipendente attuale, più di 3 anni
San Diego, CA
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
You are an independent financial advisor/planner and there is no pressure to sell products to clients. You determine your own marketing plan, determine your own hours, client segmentation etc. The back office/resource center is very helpful and supportive.
Svantaggi
You are completely independent and must find your own clients or buy a book of business. Until you earn enough revenue to hire an assistant, you are doing everything (paperwork, processing, plans, investments etc.) by yourself.