4.09 June 2026Ib tax specialist Current employeeNashville, TNRecommendCEO approvalBusiness outlookProsGreat people and relaxed work environmentConsCompensation can be expended a bitShow more
5.027 Apr 2026Annuity associateFormer employee, more than 3 yearsCharlotte, NCRecommendCEO approvalBusiness outlookProsFriendly Manager and Team at the Wealth Advice CenterConsRelatively new team of Wealth Advice Center so outside teams are not familiar with annuity processShow moreHelpfulShare
4.09 June 2026Senior wealth strategy associateCurrent employeeRecommendCEO approvalBusiness outlookProsGreat employee benefits. Roles are team dependent. Work with high net worth individuals.Constechnology is lacking. strict compliance oversight.Show moreHelpfulShare