4.0Apr 30, 2020Client service associateFormer employee, less than 1 yearNew York, NYRecommendCEO approvalBusiness outlookProsGood Benefits, get to know different peopleConsIt requires to sit in a long hoursShow 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