4.018 Dec 2019Client service associateCurrent employee, more than 3 yearsRecommendCEO approvalBusiness outlookProsBonus, licensing , experience, benefits, good company reputationConsLimited upward mobility, inflexible work schedule, no WFHShow more
5.02 July 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 July 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare