2.0Jul 11, 2025Associate wealth plannerFormer employee, less than 1 yearWayne, PARecommendCEO approvalBusiness outlookProsGood pay, small team, independencyConsLack of WFH days, high stress, abundance of work that pilesShow more
5.0May 19, 2026InternFormer employeeRecommendCEO approvalBusiness outlookProsGreat people and work environment. A lot of support.ConsI wish I was able to take more ownership in projects.Show moreHelpfulShare
3.0Jun 10, 2026Associate wealth advisorFormer employee, more than 3 yearsSeattle, WARecommendCEO approvalBusiness outlookProsReally kind coworkers and wonderful clients.ConsLow salary compared to industry standard and very little path forward laid out for young people.Show moreHelpfulShare