
Partnership opportunities, TAP trips, profitability bonus
Review from Sales Dept
Top notch compensation, benefits, partnership and retirement plans.
Unlimited potential to earn a living.
Unlimited potential focused on sistainability and client
Commissions and Bonus' paid regularly
HSA, profit sharing, payout based on your efforts
HSA match of up $1,000
Free Taco Bell on Tuesday
We have many ways to earn discounts on our medical premiums.
Great sign on bonus and time off
Benefits are competitive and fair.
Review from Customer Support Dept
I really appreciate the wellness benefits, the profit sharing, and the HSA matching program.
Its just average. Nothing to brag about
good package to have here
For the most part, the harder I work, the more I make.
Bonus and travel award programs.
Profits are aligned with who does the work
No weekends, 10 paid holidays & vacation based on years of service
No maximum to the earning potential
The potential to make more if you keep wirking hard
Leaders should be compensated for employee development.
I feel I have a position where I can pick my work days and do accept 95% of assignments and that is sometimes within 2-3 days and think my current hourly salary should be increased
Review from Admin Dept
Better work, life, balance, better pay, better benefits
A large portion of pay is via Limitied Partnership. You need to be there years in order to get that. Due to that structure, you have secretaries that have been with the firm 30+ years making 175K
Higher base salary is needed
No support from veteran FA. Lots if favoritesm shown to counterparts
Pay should be better for what we do and benefits should be better.
Review from Marketing Dept
I feel that it is very difficult for a new advisor to build his or her business. Many advisors receive asset packages from other advisors who leave the firm to help them grow their business. However, there doesn't seem to be clear criteria for how those assets are distributed.
I am accustom to a percentange of the top line revenue, normally paid out monthly.
Review from Sales Dept
Need more opportunity for LTI for senior roles that are not general partners
There is often cross training or cross development for specific roles within the firm; however there is no additional compensation for being forcibly moved into multiple roles. Regardless of your skillset or level of experience. It is more common to see your white colleague promoted.
The opportunity to earn a percentage bonus monthly. Annual raise not equal to performance level.
Review from Admin Dept
some get paid more for the same work
Review from Admin Dept