The training resources and weekly coaching make the role easy to get into.
Feedback is consistent, and managers want you to succeed.
Sales isn’t pushy here — the focus is more on building relationships with advisors.
Cons
The pace can be fast at times, so you need to stay organized.
Leadership puts a strong emphasis on integrity and doing right by clients. There’s lots of trust given to employees — you’re expected to own your work, and that gives a sense of empowerment that isn't always found in roles with other companies. Also, the remote-first setup lets me balance leadership responsibilities with family life. Plenty of opportunity for anyone who is a go-getter and is willing to roll up their sleeves.
Cons
Expectations are high, but if you’re ambitious, it’s a great fit. If you're looking to slack or "coast" this isn't the right place.
Fully remote, which gives me great work life balance
Leadership is approachable and regularly checks in with the team. Clients are succeeding with the programs so the work is very rewarding - there are many good case studies.
Cons
It`s a growing company, so priorities shift quickly - but that also keeps things exciting.