3.0May 10, 2019Customer service representativeFormer employee, more than 5 yearsPortsmouth, NHRecommendCEO approvalBusiness outlookProsThe FA's I worked with cared about their clients and their finances.ConsNot enough time available to staff for training .Show more
5.0Jul 2, 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.0Jul 2, 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare