3.0
3 July 2026
Current employee, more than 1 year
Saint Louis, MO
Recommend
CEO approval
Business outlook
Pros
Love my job and working with clients. I have the opportunity to work with tenured, senior professionals like CPAs, CFAs, CFPs and JDs every day.
Cons
People who don't do the job make decisions on how operations, deliverables and expectations should be. Admin people are segregated from the team and their goals are not in alignment with the planning team. You have no control over what team you are on and have little say when/if those people prove to be incompetent.