1.0
15 May 2025
Anonymous employee
Current employee
Recommend
CEO approval
Business outlook
Pros
Great flexibility for remote work Good benefits Lots of PTO
Cons
Values misalignment with leadership Entitled attitude from Wealth Advisors and exec leadership Not competitive with salary Employees are judged personally, not assessed on their performance Systems are awful and most teams operate under extreme chaos Support teams are extremely understaffed to support rapid growth