Employee Review
- Former Employee★★★★★
Good experience
Jan 27, 2023 - InternshipRecommendCEO ApprovalBusiness OutlookPros
The work environment was nice
Cons
there are no cons i can think of
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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
- Former Employee, less than 1 year★★★★★
Completely lacking oversight
Mar 16, 2023 - Paraplanner in Portland, ORRecommendCEO ApprovalBusiness OutlookPros
Little to nothing. Pay, I guess?
Cons
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.
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