Offers financial planning and investment advisory services to individuals, couples and high-net-worth executives.
They do business with integrity and rational thinking. Overall, it's an excellent place to work, with products that are winning in the marketplace.
Fantastic mentor ship Great learning opportunities Structured associate program Welcoming and helpful office culture Values female employees (50% of advisors are female, there are women on the board, the investment committee, and are partners) You are set up for success and everyone is willing to help you reach your goals.
Someone who does not like to be put in the spot may feel awkward during sales training that includes role-playing different situations.