2.0
Jun 1, 2015
Current employee, more than 5 years
Recommend
CEO approval
Business Outlook
Pros
Great clients and great mutual funds. 100 year heritage
Cons
Management has made everything about production and treats advisors poorly. Advisors must be on pace every quarter for sales goals or written up for termination. Hostile work environment. Many managers can't sell and will do anything to keep their job as it's the best one they've ever had. Rampant favoritism. Manager mistakes ok- advisors- absolutely not. Total hypocrisy. I'd your old or black look out. You'll be phased out. Not true wealth management.