2.0
7 Dec 2018
Former employee, more than 5 years
Phoenix, AZ
Recommend
CEO approval
Business outlook
Pros
Decent pay and benefits if you are desperate for employment. Provides professional management for retirement assets regardless of the size of the account.
Cons
Toxic culture and leadership since the company merged with The Mutual Fund Store. Company does not have the leadership, tools, or resources to keep up with the large financial institutions like Schwab and Fidelity. There is no work life balance. They don't care if you have a family.