1.0Apr 7, 2025Client advisorFormer employeeEdina, MNRecommendCEO approvalBusiness OutlookProsVery little in the way of pros.ConsToxic work environment, favoritism. Clientele is garbage.Show more
5.0Jun 25, 2026Operations associateCurrent employee, less than 1 yearThe Woodlands, TXRecommendCEO approvalBusiness OutlookProsFar, small , no traficConsGood pay, great team, competitiveShow moreHelpfulShare
3.0Jun 30, 2026Client advisorFormer employee, more than 1 yearNew York, NYRecommendCEO approvalBusiness OutlookProsRelationship building with high networth clienteleConsLack of growth opportunities within the company for this roleShow moreHelpfulShare