4.0
25 Mar 2025
Current employee
Miami, FL
Recommend
CEO approval
Business outlook
Pros
Good mentors and culture in the Miami office compared to others in the country. Advisors are supportive and are keen in helping you grow as a professional.
Cons
The technology is a bit outdated and a good amount of time is wasted on tasks that are not high leverage which could really be outsourced. If this were to be done, Associates could spend more time working hand in hand with the Advisors and spending more time with clients rather than spending a bulk of their time on admin/operations.