4.0
Jan 3, 2024
Current employee, more than 5 years
Seattle, WA
Recommend
CEO approval
Business Outlook
Pros
The values (doing what’s best for people) includes clients and employees.
Cons
The company doesn’t pay branch office administrators enough. They rely on the financial advisor to share some of their bonus with the branch office administrator to make up for it, and some FAs don’t do it, or the branch is too new to be profitable and so the branch office administrator doesn’t make what they should.