1.0Aug 24, 2022Client service associateFormer employeeBoston, MARecommendCEO approvalBusiness OutlookProsToxic culture, low pay, long hoursConsOverall terrible place to workShow more
5.0Jul 2, 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness OutlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.0Jul 2, 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness OutlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare