3.0
18 Mar 2026
Current employee, less than 1 year
Recommend
CEO approval
Business outlook
Pros
The autonomy and flexibility is awesome, paired with high earning potential. Pretty good training and mentoring opportunities, but the same opportunities aren't offered to all new advisors.
Cons
It was not clear that there is no real base salary, only an upfronting of commissions. Even that is low. Meanwhile, there is no flexibility or accommodations to be made if you can't hit the expected numbers, and if you don't hit said number at the end of a quarter, you'll be out of a job. It's perform or don't work here. Be prepared to make cold calls.