Employee Review

  1. 4.0
    Former Employee, more than 5 years

    Great company if you are entrepreneurial.

    Jul 14, 2021 - Financial Advisor in Calgary, AB
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great compensation model; Flexibility in work hours; Opportunity to expand your own business.

    Cons

    Lagging practice model and service offerings. Not tailored to high networks clientele. No in-house estate planning team.

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  1. 5.0
    Current Employee, more than 3 years

    Incredible Culture

    Oct 12, 2021 - Financial Advisor in Los Angeles, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Culture and the people are incredible - leadership is exceptional - you will grow as a person here

    Cons

    Hard work, need to be self motivated

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  2. 4.0
    Current Employee, more than 1 year

    Feedback

    Oct 16, 2021 - Senior Tailored Branch Support Specialist in Saint Louis, MO
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good work life balance Good management

    Cons

    Low potential to move out of department Very administrative

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