4.0
May 13, 2026
Current employee
Recommend
CEO approval
Business Outlook
Pros
-Team Based Approach -Very easy to make a lot of money
Cons
-tough to move up from PCB to advisor, hire externally -office politics are a nightmare -Regardless of if you close millions of dollars of investments, they nag you about not doing enough random BS tedious tasks. You can close a $10M client in a month, make 10,000 PVCs, but if you didn't enroll enough clients on the random widgets offered through the chase app, you will get scolded. mind you, in that situation you will make $15,000 in commission in that month alone.