Great Place to work - Client Service Associate Global Advisor Group Employee Review

This is NOT your you dime-a-donzen fiancial planning firm. This is a unique independent firm operating in a niche market. The work we do is meaningful and impactful, The team is energetic, diverse and talented.

We operate in a fast-paced busy and dynamic team environment. You need to have some hustle and be able to work well on a team to succeed here.

Exposure to all aspects of wealth management operations, client service, and account administration. Opportunity to work closely with advisors and gain hands-on experience supporting a large client base. Family-owned environment with direct access to leadership. Unlimited sick leave policy.

Limited remote work flexibility. Fast-paced environment with evolving priorities and responsibilities. Small team structure may result in changing workflows and less formalized processes. Career progression and role expectations can vary depending on business needs.