It’s ok - Financial Advisor TruStage Employee Review

3.0
Apr 22, 2021
Recommend
CEO approval
Business Outlook

Pros

Get to work I’m a credit union and everyone is generally pleasant

Cons

You see your fair share of credit union members who are so far behind and will never accumulate enough wealth to retire Management is improving processes but lots of old timey stuff that other broker dealers have fixed 10+ years ago

Explore other reviews about TruStage

5.0
Jun 16, 2026
Recommend
CEO approval
Business Outlook

Pros

Flexible work environment, good salary and mission

Cons

Remote work standards vary team to team

4.0
Jul 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Flexible time off (encouraged to take) Profit sharing bonus Annual raise

Cons

High turnover on the DigComms team Annual/quarterly onsite requirement Management oversteps boundaries and gets way too familiar Forced "family" environment and performance reviews take a hit if you don't overly engage outside of work-related conversation

See reviews by: Helpful|Rating|Date|All