5.08 Jul 2026Wealth management associateCurrent employee, less than 1 yearWashington, DCRecommendCEO approvalBusiness outlookProsGreat benefits and work environmentConsNothing that’s too much of a conShow more
5.029 May 2026Senior wealth strategist associateFormer employeeChicago, ILRecommendCEO approvalBusiness outlookProsGreat place to work, especially starting your career.ConsI have no cons— fabulous people.Show moreHelpfulShare
3.06 Jul 2026Account managerCurrent employee, more than 3 yearsChicago, ILRecommendCEO approvalBusiness outlookPros- Wealth management is a generally stable industryCons- Unwieldy organization - Poor culture, and seems to be getting worseShow moreHelpfulShare