Employee Review
- Current Employee, more than 1 year★★★★★
So good
7 Jun 2022 - Financial Advisor in Seattle, WARecommendCEO ApprovalBusiness OutlookPros
The culture here is so good
Cons
You have to be strict at your schedule and the salary stays the same
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Other Employee Reviews
- Current Employee, more than 3 years★★★★★
Great place to work
25 Feb 2023 - Anonymous Employee in Seattle, WARecommendCEO ApprovalBusiness OutlookPros
Free lunch, good culture, and open management
Cons
In office 4 days a week
- Current Employee★★★★★
Great people and place to work
21 Nov 2022 - Client Service in Seattle, WARecommendCEO ApprovalBusiness OutlookPros
-People here are really great -There is a career track for people who want to grow and advance. Isn't just something said, I've actually seen it happen - especially for people wanting to be an advisor -Catered lunches 4 days/week -Profit sharing and special bonuses have been paid when the company and LPs do well.
Cons
- remote work is an option, but its 4 days in office/1 day remote for employees with less than 4 yrs of experience. Wish it was more like a 3 day/2 day split like it is for people with 4 or more years of experience. - expensive to park downtown
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