1.0
24 Jan 2026
Former employee, more than 1 year
Recommend
CEO approval
Business outlook
Pros
Good healthcare & benefits... But you won't have the time to use them
Cons
Culture is extremely hierarchical and toxic. Advisors frequently belittle or bully staff, regardless of competency Unsustainable workloads, with all tasks falling on the client service associate Uneven and unfair workload distribution — analysts and other exempt staff often do the bare minimum while CAs carry the bulk Management and the legal team rarely approach complex situations objectively — their focus is solely on protecting advisors Hard work and results are not appreciated or rewarded Little to no opportunity for career advancement