Fast Growing Wealth Management Firm - Recensione dipendente - Client Advisor presso Mission Wealth

Great culture, career opportunities, room to grow and people wanting to help and teach you during your growth

No cons at the moment

Depending on the team/region, you could have the opportunity for fast growth driven from custodial referral programs. Fairly high level of collaboration between colleagues.

Senior management lacks experience to grow and scale even as they take on outside investors. As someone else mentioned, lots of favoritism in terms of growth opportunities and promotions instead of basing it on merit. Almost all organic growth is built on custodial referral partners