Employee Review
- Current Employee★★★★★
Branch Manager
Sep 5, 2016 - Branch Manager in New York, NYRecommendCEO ApprovalBusiness OutlookPros
Good atmosphere and culture, firm seems to genuinely care about employees, pretty standard 40 hour week with occasional late nights. Good work life balance.
Cons
Pay and benefits are below industry average, which limits your ability to recruit better talent as a BM, ultimately impacting your income. Good Investment Consultants move on to better things within 2-3 years, so you wind up spending a lot of time trying to recruit and coach mediocre talent which drains you after a while. Good place for people new to the industry.
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Other Employee Reviews
- Current Employee★★★★★
Pros
Very great place to work all around love it!
Cons
None that I can think of other than it being a call center type job so it can get repetitive from time to time but they do a good job of trying to mix it up for you
Continue reading - Current Employee, more than 3 years★★★★★
Too Bad Charles Schwab Bought Them
Aug 9, 2022 - Director, Workplace Strategy in Nashville, TNRecommendCEO ApprovalBusiness OutlookPros
Culture Teamwork Trusting Benefits Bonus Structure
Cons
Lack of Advancement Chaotic Decision-Making Workforce sense of entitlement Legacy Operations
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