Great firm, work/life balance, career opportunity for long-term - Senior Wealth Advisor Confidential Employee Review

5.0
Jul 26, 2021
Recommend
CEO approval
Business Outlook

Pros

Family focused senior management, encourages work/life balance while recognizing hard work and accomplishments of all employees

Cons

Lack of junior resources requires senior team members to take on time consuming administrative tasks, which distracts from core functional role

Explore other reviews about Confidential

5.0
Jul 20, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Lovely company to work for

Cons

None come to mind at

5.0
Jul 18, 2026
Recommend
CEO approval
Business Outlook

Pros

scheduling time is my own

Cons

poor planning of others is my emergency

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