4.0Jan 25, 2023Client service associateCurrent employee, more than 1 yearRecommendCEO approvalBusiness OutlookProsVacation balance is a good amount. Reputable companyConsSlow to promote worthy employeesShow 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