4.0
10 Jan 2021
Current employee
Salt Lake City, UT
Recommend
CEO approval
Business outlook
Pros
Client first emphasis with local team delivery. Firm is committed to the client experience. Leadership is supportive of local decision making. Above average bonus pay for high performers.
Cons
Back office support struggles to keep up. Very tight credit box. Mediocre investment management capabilities hidden by great strong emphasis on financial planning. How producers are paid changes every year.