5.024 May 2023Private client advisorCurrent employee, more than 1 yearGenevaRecommendCEO approvalBusiness outlookProsgood job, good salary, good peopleConstoo big, many processes to learnShow more
5.02 Jul 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare