3.028 May 2012Wealth strategy associateCurrent employee, more than 1 yearRecommendCEO approvalBusiness outlookProsDecent hours (for the most part) Ok benefitsConsPay Lack of support across business functionsShow more
5.02 Jul 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare