5.017 Dec 2018Anonymous employeeCurrent employeeRecommendCEO approvalBusiness outlookProsGood benefits, good people, and good trainingConsLong hours and not much feedbackShow more
5.024 Nov 2025Financial planning analystFormer employee, more than 3 yearsPittsburgh, PARecommendCEO approvalBusiness outlookProsReasonable workload, awesome managers & advisor teams, phenomenal benefits (401k, health insurance, etc) and career development/advancement programs (will help pay for CFP)ConsCOVID response and compensation was slightly below market at the timeShow moreHelpfulShare
5.07 June 2025Client service associateFormer employee, more than 1 yearPittsburgh, PARecommendCEO approvalBusiness outlookProsWonderful people and company culture.ConsNot a lot of cross practice collaboration.Show moreHelpfulShare