4.024 Apr 2026Wealth plannerCurrent employeeSeattle, WARecommendCEO approvalBusiness outlookProsGood work Culture and benifitsConsSalary is lower than average for roleShow more
5.019 May 2026InternFormer employeeRecommendCEO approvalBusiness outlookProsGreat people and work environment. A lot of support.ConsI wish I was able to take more ownership in projects.Show moreHelpfulShare
3.010 Jun 2026Associate wealth advisorFormer employee, more than 3 yearsSeattle, WARecommendCEO approvalBusiness outlookProsReally kind coworkers and wonderful clients.ConsLow salary compared to industry standard and very little path forward laid out for young people.Show moreHelpfulShare