Payouts poor - management over promised and underdelivered. - Wealth Management Advisor TruStage Employee Review

2.0
15 Jan 2015
Recommend
CEO approval
Business outlook

Pros

Great home office - very supportive with people.

Cons

The area manager "reviews" your sales process - even if you are highly credentialed and experienced by "sitting in" on client/advisor meetings. Clients who taken off guard agreed to this, but told me afterwards they had been very uncomfortable.

Explore other reviews about TruStage

5.0
16 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Flexible work environment, good salary and mission

Cons

Remote work standards vary team to team

1.0
19 Jun 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Used to be a great company to work for until about a year ago.

Cons

I have worked for TruStage for over 10 years. They recently made the decision to outsource a large amount of employees to another company- Wipro. 120 people lost their jobs at Trustage and TruStage signed an non-compete between themselves and Wipro in which none of the 55 employees who got an employment offer with Wipro could be hired in any other role until September 2027. I lost my health care, my pension, and my job security and TruStage didn’t care at all. I would be wary of working for TruStage as I hear they want to expand to outsource more jobs to wipro/india. It’s a disgrace the way they handled the outsourcing of loyal, smart, successful employees.

2
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