Employee Review

  1. 5.0
    Former Employee

    Good employer

    May 8, 2021 - Financial Analyst in Saint Louis, MO
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good company to work for

    Cons

    Nothing bad to say about the company

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  1. 5.0
    Current Employee

    Good overall

    May 22, 2021 - Financial Advisor in Indianapolis, IN
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Compensation was decent at the time and bonuses could be large.

    Cons

    Prospecting like it's 1950 doesn't work any longer.

    1 person found this review helpful
  2. 3.0
    Current Employee, more than 1 year

    Eh.

    Jun 17, 2021 - BOA Branch Office Administrator 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Set work schedule, adequate training, decent support from home office, and decent benefits. Trimester bonuses can be good if you work in an upper-level office and the advisor is willing to share.

    Cons

    You are only working with one other person in the office (the financial advisor). You have to get along well with them, because again, it's only you two there. Most of the time, there is very little work to do. I spend most of my days playing games on my phone honestly. This gets old pretty quick. Might be a good job for someone about to retire.

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