Work here first and then move on
Financial Consultant (Former Employee) – Anonymous – December 4, 2018
Typical day is fielding phone calls, inbound or outbound
Able to develop professionally, CFP, Masters degree, etc
Management is always changing and most managers have never performed higher level roles, like financial consultant roles. They have strictly focused on managing people and not understanding what people really do.
Culture is up and down depending on your manager and the managers manager. Always changing and they are looking to the next position.
Hardest part of job is keeping up with changing policies and procedures, especially if it pertains to your compensation.
Best part of role was being able to work from home.
Work from home, good work life balance
Constantly being watched. Watch out for random audits, if you did something wrong, they will find you and fire you.