3.0Mar 24, 2026Financial services representativeFormer employee, less than 1 yearFrisco, TXRecommendCEO approvalBusiness OutlookProsbenefit package PTO accrues quicklyConsheavy on metrics/call monitoring Annuity conversations on very restricted product 3 year wait to be vestedShow more
5.0Jun 1, 2026Wealth advisorCurrent employeeMiami, FLRecommendCEO approvalBusiness OutlookProsCulture, benefits, PTO, flexible, career growth potentialConsMust be in a hub for significant career growthShow moreHelpfulShare
4.0Jun 13, 2026Wealth management advisorCurrent employee, more than 10 yearsRecommendCEO approvalBusiness OutlookProsGreat work life balance Some offices are very nice Great people Meaningful workConsOperations are a disaster Very little innovation Losing market share Highly bureaucratic Poor Management at all levelsShow moreHelpfulShare