Overall Great CompanyMarketing associateCurrent employeeOverland Park, KSRecommendCEO approvalBusiness outlookProsFlexible work from home schedule Great time off benefitsConsWork can be confusing if you aren't familiar with the finance industryShow moreHelpfulShare
Great CompanyDirectorCurrent employeeRecommendCEO approvalBusiness outlookProsGreat work life balance, competitive pay, company culture and employees are amazing.ConsSome leadership direction communication issues.Show moreHelpfulShare
Can make improvementsSenior client associateCurrent employeeHouston, TXRecommendCEO approvalBusiness outlookProsGreat company, the CEO of the company really cares.ConsThe senior wealth advisors have a hard time understanding work life balanceShow moreHelpfulShare
Good work life balanceWealth advisorCurrent employeeOrlando, FLRecommendCEO approvalBusiness outlookProsWork life balance. Best in class software. True financial planningConsMost of your work enjoyment is based off which senior advisor you work withShow moreHelpfulShare1
Good CompanySenior wealth advisorFormer employeeOklahoma City, OKRecommendCEO approvalBusiness outlookProsFlexible hours, great culture, good place to work.ConsLimited pay for position, etc.Show moreHelpfulShare
Financial Planning InternshipFinancial planning internFormer internBrookfield, WIRecommendCEO approvalBusiness outlookProsHousing stipend Flexible hours Emphasis on learningConsLack of projects to work on, I ended up running out of tasksShow moreHelpfulShare
There is opportunity hereWealth advisorCurrent employeeConcord, NHRecommendCEO approvalBusiness outlookProsGreat clients, good flexibility and work/life balance.ConsThey grew too fast and are now playing catch upShow moreHelpfulShare1