2.0
3 Apr 2024
Current employee, more than 8 years
Saint Louis, MO
Recommend
CEO approval
Business outlook
Pros
Ability to purchase mutual funds at a discount and close knit community if you work in Manchester
Cons
Pay is stagnant after you join, lack of career advancement opportunities, and you have to pay for continuing education out of pocket. I feel there are mixed messages about the firms purpose and what it wants to be when it grows up. The product shelf is limited and the firm currently charges clients 140bps for services that Schwab and Fidelity offer for free - how viable is this long term?