New Chapter - Recensione dipendente - Client Experience Manager presso Commonwealth Financial Group

The Firm is very growth oriented, innovative, and collaborative.

The Firm is growing quickly, which brings exciting opportunities but also the normal growing pains that come with scaling.

Amazing onboarding experience from the interview process, to the group study sessions to passing my L&H, SIE, 7 and 63. They ensure you get all of your licenses before you start. Small group size - they have a very thorough selection process for new advisors to join. My class was only three people which while i interviewed at other firms my class size would be 15 to 20. Training - extremely thorough around financial planning compared to my last firm. It is broken into three segments, goal setting, product/ investment training, and role playing cases/ case studies. Mentorship and Credibility - mentors and coaches have thriving practices and are a wealth of knowledge around best practices. It is clear they did not fail into leadership and care about everyone's practice.

Financial planning is tough to learn and this business is an evolution. I feel like there is a ton to learn and not enough time in the day. You have to be fully licensed before starting at CFG compared to others that may allow you to start sooner with just one license or your life and health. It is hybrid however there is a heavy emphasis on being in the office which may not always work for calendars.