Great place to be an advisor - Vice President McAdam Employee Review

5.0
13 Oct 2025
Recommend
CEO approval
Business outlook

Pros

I’ve been both an employee and an independent financial advisor at McAdam Financial for over a decade. While there are hundreds of financial firms I could work with, I’ve chosen to build my career at McAdam—and continue to stay—because of the company’s unmatched support, culture, and commitment to advisor success. At McAdam, the leadership team is always innovating and finding new ways to help financial advisors grow their practices. The firm empowers advisors to build their business on their own terms, offering the freedom to use the financial planning strategies, technology, and client solutions that best fit their vision. As an employee, I also enjoy comprehensive medical and retirement benefits, as well as generous paid time off (PTO). McAdam’s balance of independence and support makes it the ideal place for motivated advisors who want to grow their careers in financial planning.

Cons

Increase communication to the field

Explore other reviews about McAdam

5.0
22 Apr 2026
Recommend
CEO approval
Business outlook

Pros

- Opportunities to meet with families and clients and deliver life-altering financial help and advice and build career-long bonds with new people - Collaborative culture - Company growth has been consistent with new opportunities for advancement as we help more families - If you are looking for an environment that is growth oriented & opportunity to build a business for yourself with significant internal support (leads, marketing help, leadership, etc.), this is a great place to look

Cons

- As an advisor, starting off can be difficult since it is a very entrepreneurial career. It requires a lot of mental fortitude and an acknowledgement that failure will happen more times than success - No base salary to start (at least if you are a new advisor starting their practice) but there are other bonuses that are utilized to help income at the start of the career - Emotional competence is a must. Being able to handle highs and lows is very important - If working a normal 9 to 5 is your desire, it may not be a good fit (if you are looking to be an advisor)

1.0
24 May 2026
Recommend
CEO approval
Business outlook

Pros

Honestly, the only decent part was the people you work with. A lot of other new hires are in the same boat, so there’s a bit of shared struggle and support just from going through it together. The energy at the start can also feel exciting before you realize what the job actually is.

Cons

The job gets sold as a big opportunity but it really isn’t what they make it out to be. It’s basically constant cold calling and trying to push sales with bad leads, plus being encouraged to hit up your own friends and family. There’s no real stability, no proper training, and not much guidance once you’re in it. You’re kind of just thrown in and expected to figure it out while still meeting high pressure targets every day. Management is very focused on tracking numbers but not very helpful when you actually need support. The expectations don’t really match the reality of the job, which makes it stressful and frustrating pretty quickly. Most people don’t stick around long.

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