1.0
Mar 4, 2026
Current employee, less than 1 year
Gilbert, AZ
Recommend
CEO approval
Business Outlook
Pros
-You get your series 7 and 66 -Benefits are good -Work from home 2 days a week
Cons
-Call Center -Back office can mess up and clients will be upset with you -Accounts are from field advisors that did not want the accounts -They will say they can promote you in a year… they won’t -Recruiter will lie about the bonus -Company makes things difficult for clients