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Atria Wealth Solutions

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Good Company - Customer Service Representative Atria Wealth Solutions Employee Review

5.0
May 1, 2024
Recommend
CEO approval
Business Outlook

Pros

Pay, leadership, vision, flexibility, work home balance

Cons

Training needs a major re-vamp. Uncertainty with LPL transition

Explore other reviews about Atria Wealth Solutions

5.0
Jun 21, 2026
Recommend
CEO approval
Business Outlook

Pros

Culture and employee engagement were 2 things I loved here

Cons

Instability and fear of unknown

4.0
Jul 10, 2026
Recommend
CEO approval
Business Outlook

Pros

Good abp + fair benefit package Great supportive mgmt team Good Work life balance

Cons

Not much OT offered Trainor assigned did not provide consistent thorough training

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