4.0
Apr 4, 2017
Current employee, more than 3 years
Scottsdale, AZ
Recommend
CEO approval
Business Outlook
Pros
It is a nice work environment and great benefits. The company's interests are aligned with the best interest of the clients.
Cons
The support staff/processes for advisors need improvement. Typical client maintenance requests and not in good order requests should be handled by regular customer service associates.