4.021 July 2022Client service associateCurrent employeeNew York, NYRecommendCEO approvalBusiness outlookProsTeam was great to work withConsSometimes a lot of workShow 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