- Current Employee, more than 5 years★★★★★
Good CompanyJan 25, 2023 - Sales Supervision Manager in Minneapolis, MNRecommendCEO ApprovalBusiness Outlook
Conservative investing style is good
Must commute to the office
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.