Former Employee3.6Jul 13, 2025enjoyable experience at the company, salaries could be more competitive for the landscape.
Former Employee2.7Jul 17, 2024My overall experience was poor due to my immediate manager and team members. The firm was unable to control my experience and was thus at the mercy of my manager.
My overall experience was poor due to my immediate manager and team members. The firm was unable to control my experience and was thus at the mercy of my manager.
Former Employee3.3Jan 14, 2025You'll make some money, but not a long-term career for most people. You are basically customer service and then upselling your existing clients to wealth management accounts.
You'll make some money, but not a long-term career for most people. You are basically customer service and then upselling your existing clients to wealth management accounts.