Vantaggi
-15 days Paid time off, 401k match 30% match on the first 10% employee contribution -Great work life balance (if you're paired with a respectful/courteous financial planner) -Firm offers you the opportunity to get licenses (series 6,7,63,65,66). Have to be licensed within one year anniversary (although I know people that are still at the firm without being licensed after 1 year) - Casual DressCode: No Suits/Ties required (unless for seminar events -Decent pay for a "secretary position" -Small firm, great training program for 2-4 weeks in Fairfax, VA
Svantaggi
-Excessive Micromanagement by Client Service Managers/Supervisors run a big risk of ruining a truly great firm built by a great CEO (Ric Edelman) that truly wants to help the average investor -Something interesting I noticed, although its "Equal Opportunity Employer", Yet there is not a single Male individual in a supervisory/managerial role in the operations/client service department in the firm -"Open Door Policy" is promoted, however in reality anything that is said can and will be used against you even when the intention is for a positive change