5.0Aug 24, 2020Client service associateFormer employee, less than 1 yearNew York, NYRecommendCEO approvalBusiness outlookProsGreat office environment. Very collaborative. Great pay.ConsI do not have any consShow 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