Employee Review
- Current Employee, more than 5 years★★★★★
Good Company
Jan 25, 2023 - Sales Supervision Manager in Minneapolis, MNRecommendCEO ApprovalBusiness OutlookPros
Conservative investing style is good
Cons
Must commute to the office
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Other Employee Reviews
- Current Employee★★★★★
Good Leaders
Mar 21, 2023 - Director, Engagement Management in Minneapolis, MNRecommendCEO ApprovalBusiness OutlookPros
Great leaders and reporting, and client/advisor focused.
Cons
Always more work to be done
- Current Employee, less than 1 year★★★★★
Working into Advising
Mar 20, 2023 - Receptionist in Detroit, MIRecommendCEO ApprovalBusiness OutlookPros
Allowed me to work as a receptionist while I was studying to be an advisor.
Cons
They are slow to implement new ideas and technology. More geared for older HNW individuals.
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