2.0Feb 3, 2019Client relationship consultant- wealth managementFormer employee, more than 10 yearsRecommendCEO approvalBusiness outlookProsBenefits, great co-workers, on-site medical facility.ConsLow morale; management is out of touch with employee and client needs; complicated, outdated, disjointed computer systems; overly-complicated products; difficult place to work.Show more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