3.0
26 Feb 2017
Former employee, more than 3 years
Recommend
CEO approval
Business outlook
Pros
Pay for independent training lots of internal resources through back office Great wealth managers
Cons
treated support staff as dispensable Client Service Associate positons for small FA teams are given less support and treated worse then larger producing teams poor training and unorganized training for new hires in operations - if you have a question response is look it up, call back office or figure it out