3.0
Jul 19, 2022
Current employee, more than 3 years
Waltham, MA
Recommend
CEO approval
Business Outlook
Pros
Great culture, people, and benefits. Salary is a bit under market, but they are working to fix this. Every supervisor I've had has been fantastic. Good place to begin a career, especially in Financial Services
Cons
Salary under market, which they try to make up for with a variable bonus that is completely dependent on Advisor's satisfaction and not team/ individual performance. Company trailing in the wrong direction. Trying to triple growth in 10 years, without the back office support to match. Used to be fun and laid back, now there are too many advisors and not enough home office staff to counter. Often leaving people stressed, overworked, and fearful to take time off.