4.0Jun 3, 2019Associate wealth management advisorCurrent employeeRecommendCEO approvalBusiness outlookProsOpportunity, work life balance, and independenceConsManagement changes and constant acquisitionsShow more
5.0Jun 18, 2026InternFormer internNew York, NYRecommendCEO approvalBusiness outlookProsAmazing job and work environment-highly recommend!ConsI don't think there is anything I would have changed!Show moreHelpfulShare
2.0Jun 13, 2026Senior account managerCurrent employee, more than 5 yearsNew York, NYRecommendCEO approvalBusiness outlookProsRemote work available, summer hoursConsPromotions are surface level and not a lot of actual experience driven, resources lack, communication lack, decisions are driven by capitalism and not customer focusedShow moreHelpfulShare