- Former Employee★★★★★
NAJan 25, 2023 - Senior Operations Professional in Minneapolis, MNRecommendCEO ApprovalBusiness Outlook
The only pro is benefits.
Not the best company to work for if you don’t fit a certain beauty standard.
Other Employee Reviews
- Current Employee★★★★★
Good LeadersMar 21, 2023 - Director, Engagement Management in Minneapolis, MNRecommendCEO ApprovalBusiness Outlook
Great leaders and reporting, and client/advisor focused.
Always more work to be done
- Current Employee, less than 1 year★★★★★
Working into AdvisingMar 20, 2023 - Receptionist in Detroit, MIRecommendCEO ApprovalBusiness Outlook
Allowed me to work as a receptionist while I was studying to be an advisor.
They are slow to implement new ideas and technology. More geared for older HNW individuals.