3.0
4 Jan 2026
Anonymous employee
Current employee
Recommend
CEO approval
Business outlook
Pros
Great team of people to work with - you can move up fast if you know how to talk the talk
Cons
work life balance - Upper management tells you they care but actions speak louder than words and you will be screwed over and short staffed all the time as they continue to grow rapidly but only focus on highering wealth advisors while not filling in the support roles that allow the company to function