4.0
Sep 9, 2015
Former employee, less than 1 year
Tampa, FL
Recommend
CEO approval
Business outlook
Pros
Great work environment. Provided operational and administrative support to financial advisors. A very rewarding career helping clients achieve their long term financial goals
Cons
Compliance issues can cause annoyances. Onboarding a new employee isn't any expeditious process. Other than that, It is a positive experince