2.0
Mar 11, 2026
Current employee, more than 1 year
Charlotte, NC
Recommend
CEO approval
Business Outlook
Pros
-401(k) -Flex fund -Some upward mobility -Flexible WFH
Cons
This place is a glorified call center. The technology is always crashing, and advisors are on the front lines to deal with it. You are handcuffed by Vanguard metrics, and the company has a very cringey corporate vibe where all the humor revolves around "almost Friday." The comp is decent for what it is, but I would not stick around very long here. Much better opportunities at most RIAs and the income here is capped pretty early on.