4.0
Dec 10, 2024
Former employee
Phoenix, AZ
Recommend
CEO approval
Business Outlook
Pros
Company has a good culture
Cons
Very niche side of wealth management
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Users say... "great people and atmosphere to be in" "Great culture and they really care about their advisors" "Some good benefits." "Great people, good management, growth" "The executive team is awesome and really cares about employees"
Users say... "Low pay: The average salary is 60K" "What they say is tru about the harsh work life balance since they are constantly understaffed." "Managers are also indirectly incentivized to not promote you because they can't afford to lose you from their team since the team is already trying to keep their heads above water due to the unrealistic workload." "Could work on additional training opportunities (presentation training, CE meetings, etc.)" "Upper Management was difficult to work with and role clarity became unclear."