5.09 May 2024Great company Managing directorCurrent employeeRecommendCEO approvalBusiness outlookProsWarm and welcoming culture, opportunities to grow, ethical, and client-focused.ConsNo name recognition (i.e., it is not a large brand)Show more
5.09 May 2024Great place to work!Financial advisorCurrent employee, more than 1 yearNew York, NYRecommendCEO approvalBusiness outlookPros-Flexible Hours -Unlimited Growth Potential -Uncapped commission -Can work remote -Benefits availableCons-Need to have some level of experience in the financial fieldShow more
5.09 May 2024Great Work Environment Wealth management advisorCurrent employee, more than 1 yearNew York, NYRecommendCEO approvalBusiness outlookProsCollaborative team environment, flexible work schedule, great technology, diverse portfolio options for clients, management fully supportive of career advancementConsSmall businesses aren’t for everyoneShow more