5.0
10 Oct 2025
Current employee, more than 3 years
Recommend
CEO approval
Business outlook
Pros
Started as a financial advisor, and when I found that this was not the right role for me to be in, management helped put me on the right path as a paraplanner and I have been happy ever since, Supportive management, great work environment, and a fulfilling career.
Cons
Being fully remote creates a disconnect between employees as most interaction are over zoom or call, mostly formal.