Great company to start with and learn the industry. - Recensione dipendente - Financial Advisor presso Focus Partners Wealth

A great place to earn your CFP and continue to learn a lot of the technical sides of the industry as an associate. Lots of support to learn the ropes and become a competent advisor.

It doesn't do as good of a job at teaching you the business development side of the business as much as all the other technical skills at least in your early years. That focus is reserved for once you reach past the associate level. If you want to be somewhere where you can really invest a lot of time into a personal client base in the early years of your career then here may not be a good fit.

Flexibility is nice and hard to come by

New Career Trajectory Issues and a has been stressful recently