Great Place to Grow as an Advisor - Recensione dipendente - Project Manager presso McAdam

5,0
8 ott 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

I have worked many different roles during my tenure at McAdam. As an advisor, you are given the tools to succeed as well as a wealth of experience from more senior advisors to learn the best ways to guide your clients. At McAdam, the company works off an Open Architecture meaning that there is no one size fits all solution for clients. We use a variety of products and investment strategies depending on the clients’ goals. Clients greatly appreciate the detail and research that goes into finding the best recommendation for their personal situation. In my current operations and project management role, I have flexibility with both my time and how to best accomplish our team goals. Leadership is always open to new ideas and collaboration. I appreciate the vast array of work I have done that has helped me further develop my operational skills.

Svantaggi

Remote work environment, face to face meetings are extremely rare.

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5,0
22 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- Opportunities to meet with families and clients and deliver life-altering financial help and advice and build career-long bonds with new people - Collaborative culture - Company growth has been consistent with new opportunities for advancement as we help more families - If you are looking for an environment that is growth oriented & opportunity to build a business for yourself with significant internal support (leads, marketing help, leadership, etc.), this is a great place to look

Svantaggi

- As an advisor, starting off can be difficult since it is a very entrepreneurial career. It requires a lot of mental fortitude and an acknowledgement that failure will happen more times than success - No base salary to start (at least if you are a new advisor starting their practice) but there are other bonuses that are utilized to help income at the start of the career - Emotional competence is a must. Being able to handle highs and lows is very important - If working a normal 9 to 5 is your desire, it may not be a good fit (if you are looking to be an advisor)

1,0
24 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Honestly, the only decent part was the people you work with. A lot of other new hires are in the same boat, so there’s a bit of shared struggle and support just from going through it together. The energy at the start can also feel exciting before you realize what the job actually is.

Svantaggi

The job gets sold as a big opportunity but it really isn’t what they make it out to be. It’s basically constant cold calling and trying to push sales with bad leads, plus being encouraged to hit up your own friends and family. There’s no real stability, no proper training, and not much guidance once you’re in it. You’re kind of just thrown in and expected to figure it out while still meeting high pressure targets every day. Management is very focused on tracking numbers but not very helpful when you actually need support. The expectations don’t really match the reality of the job, which makes it stressful and frustrating pretty quickly. Most people don’t stick around long.

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