5.0Dec 10, 2025Financial services consultantFormer employee, less than 1 yearFrisco, TXRecommendCEO approvalBusiness outlookProsGood benefits and gets u licensed. Also flexibleConsLow initial pay. 18 month hiring pause after joining roleShow more
5.0Jun 1, 2026Wealth advisorCurrent employeeMiami, FLRecommendCEO approvalBusiness outlookProsCulture, benefits, PTO, flexible, career growth potentialConsMust be in a hub for significant career growthShow moreHelpfulShare
4.0Jun 13, 2026Wealth management advisorCurrent employee, more than 10 yearsRecommendCEO approvalBusiness outlookProsGreat work life balance Some offices are very nice Great people Meaningful workConsOperations are a disaster Very little innovation Losing market share Highly bureaucratic Poor Management at all levelsShow moreHelpfulShare