Pros
- Very supportive of work/life balance - Fair base salary - Excellent benefits - Reasonable chance for career advancement
Cons
- Too many legacy software that do not communicate with one another - Too many company initiatives at once with little room to focus on any one initiative - Sales targets set such that earning bonus next to impossible, despite meeting goals - Still has that "small credit union" feel with "lifers" resistant to change - Very basic wealth management model with little to no flexibility to use judgement and experience when making investment recommendations - Too many people get promoted simply because they know each other through family - Very top-heavy senior management team and over-staffed regional office with people and departments that add little to no value to the membership and financial results
