4.016 Aug 2025Client associateCurrent employeeNew York, NYRecommendCEO approvalBusiness outlookProsDecent Flexibility and great coworkersConsDisorganized and frequent management changesShow 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