4.0Jul 10, 2022Client service associateCurrent employee, more than 3 yearsNew York, NYRecommendCEO approvalBusiness outlookProsRemote, flexible working situation for a financial firm.ConsTechnology for client’s is lacklusterShow 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