I feel very lucky to work here, it’s a great company. - Client Services Adviser Employee Review

5.0
7 May 2022
Recommend
CEO approval
Business outlook

Pros

Amazing company to work for, they really take care of their employees and you feel appreciated for the work you do. They want to see you succeed and there are many options for career growth and development if you work hard.

Cons

I can’t think of anything negative

Explore other reviews about Adviser

5.0
9 Nov 2022
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

New CEO and senior leaders have brought a refreshing change and focus on strategy and growth. Coworkers are welcoming and collaborative. Candid and open dialogue-culture of transparency

Cons

None that have occurred so far

avatar
Adviser Response
3y
Thank you for sharing your feedback! Our goal is to create an environment where all employees feel welcome and connected with their colleagues and the organization, so we’re thrilled to hear that’s been your experience so far.
4.0
4 Dec 2025
Recommend
CEO approval
Business outlook

Pros

Great people Inspiring history Opportunity

Cons

Nepotism Poor communication Toxic culture by leadership

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