- Former Employee★★★★★
Good experienceJan 27, 2023 - InternshipRecommendCEO ApprovalBusiness Outlook
The work environment was nice
there are no cons i can think of
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
- Former Employee, less than 1 year★★★★★
Completely lacking oversightMar 16, 2023 - Paraplanner in Portland, ORRecommendCEO ApprovalBusiness Outlook
Little to nothing. Pay, I guess?
Was let go after 90 days for doing absolutely nothing wrong...just taking too long by my Advisor's standards on the APMA designation. No feedback or anything until day 90 when they were letting me go. This should not be able to happen and only can because there is little to no compliance/oversight of their franchise model owners/advisors.Continue reading