University of Tampa Alumni that was hired before I graduated. Loved the opportunity to immediately get licensed and start building my own book of business. CEO's experience is second to none when it comes to financial planning and was able to learn tangible sales and financial skills early on to develop very quickly.
What I wish was different
Wish I got my licenses faster so I could have started in the office sooner.
Advice
Be willing to learn and take feedback when providing financial knowledge to clients. Have a positive attitude and do not be afraid to lean on other advisors for help.
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Financial Advisor
August 2020 • Tampa, FL
What I liked
The training, atmosphere, culture, values, and the potential for growth in leadership and personal practice.
What I wish was different
The kitchen in the office is small.
Advice
Hard work/dedication pays off.
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Financial Advisor
January 2019 • Tampa, FL
What I liked
A Great Environment to work in! They prepare you to be a successful Financial Advisor
What I wish was different
Nothing, Great Company to work for
Advice
I would say to make sure you are coachable and can learn new information and skills easily.
