3.0
27 Dec 2025
Current employee
Recommend
CEO approval
Business outlook
Pros
Great for someone coming out of college or another firm with little experience to gain wealth management exposure. You learn a lot about institutional investing. Great work life balance and little micro managing. Most are very friendly.
Cons
Pay is significantly lower than it needs to be. Issues with turnover for the analyst departments for this reason. Unlikely to get a promotion unless you acquire a certification or MBA. Hard work and loyalty is not rewarded it’s expected. Heavy focus on optics.