4.0
11 Sept 2023
Former employee, more than 3 years
Denver, CO
Recommend
CEO approval
Business outlook
Pros
There is opportunity for ownership of the work and having a partnership to help a business grow. The work is straightforward and the clients are usually great. The benefits are great, but 401k matching is BAD, which is bizarre for a financial company.
Cons
If your Financial Advisor decides they are dissatisfied, they can treat you poorly and HR will do NOTHING. Every FA is different and will treat their employees differently. There is ZERO oversight for management issues, as it's all done at a branch level. They can fire at will, and can be rude as they want to be.