4.0Jul 21, 2022Client service associateCurrent employeeNew York, NYRecommendCEO approvalBusiness OutlookProsTeam was great to work withConsSometimes a lot of workShow 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