Great firm, work/life balance, career opportunity for long-term - Senior Wealth Advisor Confidential Employee Review

5.0
26 July 2021
Recommend
CEO approval
Business outlook

Pros

Family focused senior management, encourages work/life balance while recognizing hard work and accomplishments of all employees

Cons

Lack of junior resources requires senior team members to take on time consuming administrative tasks, which distracts from core functional role

Explore other reviews about Confidential

5.0
13 Apr 2026
Recommend
CEO approval
Business outlook

Pros

good and very good tbh

Cons

not really i have not find any cons

4.0
26 June 2026
Recommend
CEO approval
Business outlook

Pros

Flexible schedule, autonomy, no day is the same

Cons

24/7 on-call mentality, work alone

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