3.0Oct 1, 2020Client service associateFormer employee, more than 3 yearsFort Myers, FLRecommendCEO approvalBusiness OutlookProsGood work life balance and benefitsConsNon competitive pay, unclear direction of rimShow 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