4.0Jul 19, 2023Customer service representativeFormer employeeHouston, TXRecommendCEO approvalBusiness outlookProspros are free catered lunch during busy season, great coworkers but leadership took themselves too seriously.Consworking mandatory overtime during tax seasonShow more
5.0Jul 1, 2026Client service representativeCurrent employee, less than 1 yearHouston, TXRecommendCEO approvalBusiness outlookProsGreat culture and work life balance Promote from withinConsIntense amount of information during trainingShow moreHelpfulShare
5.0Jun 29, 2026Senior portfolio specialistCurrent employee, more than 8 yearsHouston, TXRecommendCEO approvalBusiness outlookProsGreat opportunity to learn from some of the brightest minds in the industry. Lots of grunt work to build a solid foundation and understanding of multi-asset investing.ConsNo clear career path and opportunities for growth.Show moreHelpfulShare