5.09 Jun 2022Client service associateCurrent employee, less than 1 yearCharlotte, NCRecommendCEO approvalBusiness outlookProsNice culture, name recognition, love my teamConsPay below average, office far from my homeShow more
5.02 Jul 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare