- 5.0Aug 2, 2023Anonymous EmployeeCurrent Employee
Name recognition, industry experience, great benefits, competent teammates.
Not much to say negatively about the company, other than salary could be a little higher.
- 5.0Nov 21, 2023Vice PresidentFormer EmployeeNew York, NY
dedicated work environment, smart people, effective leadership, lots of momentum/support for those trying to be upwardly mobile.
long hours, bad boundaries, stressful
- 5.0Nov 14, 2023Financial AdvisorCurrent Employee, more than 1 yearChicago, IL
Very flexible and it can be as lucrative as you make it. If you work with the bankers and teach them how to fish and you have a good relationship with the people you work with it will be a great time and if you don’t that’s fine keeping it professional would work as well. Very easy place to build a book as a starting FA with many resources to grow within your role.
The grid is extremely low way below the avg and sometimes they can be very cheap when it comes to entertainment spending for clients and prospects.