Recommend
CEO approval
Business outlook
Pros
Very high rewarded salary and nice people
Cons
No work from home options
Check out your Company Bowl for anonymous work chats.
Pros
Very high rewarded salary and nice people
Cons
No work from home options
Pros
- Somewhat meaningful efforts to improve DEI initiatives - Decent work life balance (if you work from home) - Good mentorship program (EJ Elevate program)
Cons
- Hybrid activation was (is) a horrible idea - Feel like I'm under constant superveillance by management
Pros
Bonuses. Quiet working environment. Can work from home in some cases.
Cons
I wish the medical and dental benefits wasn't with Sunlife - part of Pay goes towards paying for medical and dental but I prefer Pacific Blue Cross. 6 months probationary and training period. My role does not get a lot of scheduling flexibility as my FA.
Pros
You get to work from home and have the potential to have a nice TL in HO.
Cons
HO associates are not paid enough to deal with rude branches Branches do not get held accountable for their poor behavior and lack of professionalism
Pros
Coworkers are lovely Work from home was nice while it lasted, now moving back to 4 days in office
Cons
This is a private, employee-owned company and does not need to play the Wallstreet quarterly earnings game. For 100 years the company avoided layoffs, even during the 2008 recession. The company was full of dedicated and talented employees that could be paid more elsewhere, but made the fair tradeoff to stay due to long-term job stability. The firm is now the most profitable it's ever been, yet due to greed, a desire to be acquired, or lack of imagination and playing follow-the-other-CEOs and consulting firm recommendations has been and will be laying off people over the next 3 years in a stressful ongoing process. They are offshoring, automating, and getting rid of talented people - but keeping layers and layers of senior management which takes in much of the firms' earnings but are prime examples of the Peter principle - while everyone else remains stressed about whether or not they will have a job in 6 months, a year, or two as they have made clear that more layoffs are coming through 2027. It is a stressful work environment due to this and I would recommend staying away until the dust settles post-2027. The culture and trust has been ruined and this is now just like any other corporation, thus no longer worth the lower pay. The last round of layoffs I saw a department that fired all the senior skilled talented workers, but kept the unnecessary TWO layers of management that had NO experience in the job family to manage over the junior workers. Thus the junior workers have no one to mentor them to grow into those more senior roles, and there are no seniors or leaders left that have any experience in the job family to lead the group whatsoever. The leader above these two layers of management that made the latest layoff decisions have zero experience or knowledge about the job family themselves, and only started leading the group a few months prior to the layoffs since the firm decided first to re-org leadership and then immediately have them cut their new orgs that contain skillsets they've never worked with and are unfamiliar with. Competency will not get you promoted here.
Pros
Lovely people and culture, flexible work arrangements
Cons
Rapidly changing without enough proactive communication and support for employees
Pros
Professional/Career Development* 1. *Clear vision*: Aligns employees with company goals. 2. *Innovative environment*: Encourages creativity, experimentation. 3. *Professional growth*: Opportunities for skill development, advancement. 4. *Mentorship*: Experienced leaders guide employees. 5. *Collaborative teamwork*: Fosters communication, problem-solving. *Company Culture* 1. *Positive work environment*: Supports well-being, engagement. 2. *Diversity, equity, inclusion*: Welcoming, inclusive atmosphere. 3. *Open communication*: Transparency, feedback encouraged. 4. *Recognizes achievements*: Rewards employee contributions. 5. *Work-life balance*: Flexible scheduling, self-care support. *Employee Benefits* 1. *Competitive compensation*: Fair salaries, benefits. 2. *Employee wellness programs*: Physical, mental health support. 3. *Flexible work arrangements*: Remote work, flexible hours. 4. *Professional development funding*: Education, training support. 5. *Employee recognition programs*: Rewards, incentives. *Organizational* 1. *Strong leadership*: Visionary guidance. 2. *Adaptability*: Responsive to industry changes. 3. *Innovation*: Encourages experimentation, risk-taking. 4. *Social responsibility*: Commitment to community, environment. 5. *Stability*: Secure, established organization.
Cons
1. *Limited opportunities*: Restrictive career advancement. 2. *High expectations*: Excessive workload, burnout. 3. *Lack of autonomy*: Micromanaging. 4. *Insufficient training*: Inadequate support. 5. *Office politics*: Favoritism, biases. 6. *Unclear expectations*: Confusing performance metrics. 7. *Stagnant career growth*: Limited promotions. *Company Culture* 1. *Toxic environment*: Unprofessional behavior. 2. *Poor communication*: Lack of transparency. 3. *Unrealistic demands*: Unmanageable workload. 4. *Lack of diversity*: Homogeneous workforce. 5. *Unsupportive management*: Unresponsive leadership. 6. *Gossip/rumors*: Unprofessional atmosphere. 7. *Favoritism*: Biased decision-making. *Employee Benefits* 1. *Inadequate compensation*: Low salaries, insufficient benefits. 2. *Limited flexibility*: Rigid scheduling. 3. *Inadequate wellness support*: Neglecting employee well-being. 4. *Unclear benefits*: Confusing policies. 5. *Limited paid time off*: Insufficient vacation. *Organizational* 1. *Bureaucratic red tape*: Inefficient decision-making. 2. *Resistance to change*: Inflexibility. 3. *Poor leadership*: Lack of vision, guidance. 4. *Unclear vision*: Confusing company direction. 5. *Instability*: Frequent restructuring. 6. *Outdated technology*: Inefficient processes. 7. *Lack of accountability*: Unresponsiveness. When highlighting cons, consider: 1. Specific examples 2. Objective language 3. Constructive criticism 4. Balanced perspective 5. Professional tone
Pros
Being able to work from home
Cons
Team Leads were a joke, pay was okay, things changed constantly and they expected you to keep up with the numerous emails that were sent daily and relay the information to the branches and their expectations for new people was ridiculous. You were graded the same way that someone who was there for years.
Pros
Option to Work from home
Cons
Micromanagement, their systems are designed so that “anyone can be an advisor” and “you can focus on the client relationship not the investments” which sounds great in theory but overall leads to every client getting the same cookie cutter investments
Pros
- Inclusive company culture - Forward thinking - Client centered - Family support - Great benefits - Travel partners - Flexible schedule - EXCELLENT work/life balance
Cons
- Limited WFH opportunities outside of St. Louis or Tempe. - Small work groups. Relationships between FA's and BOA's is very important for pleasant work environment. - Limited upward mobility, but income grows with tenure.