Employee Review

  1. 5.0
    Current Employee, more than 3 years

    Great Place to Work

    Feb 25, 2021 - Executive Director in Mumbai
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Culture, Professionalism, Challenges, Support, Opportunity

    Cons

    none, not applicable, its a great place to work

    1 person found this review helpful
  1. 5.0
    Current Employee

    WAA

    Aug 3, 2021 - Wealth Advisor Associate 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great company culture. Attention to diversity. Doing what’s right.

    Cons

    Overtime pay isn’t consistent enough.

    Be the first to find this review helpful
  2. 3.0
    Current Employee, more than 1 year

    Traditional/ Conservative Culture - Type 4

    Jun 17, 2021 - Wealth Advisor Associate in Palo Alto, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great pay and flexible time off, unless you become an FA. Salaried Positions are nice if you want security.

    Cons

    Working remote through pandemic for over a a year and a half, now executive leaders want to force employees back to the office. On branch level management is some what flexible but the ceo is driving a dictatorial and conservative agenda on employee work attitude, it’s pretty controlling. We’re all adults here, I thought we were a more progressive firm but it’s still traditional. On branch level management aren’t always on the same page when job responsibilities change, in my opinion there’s too many “ladders” and levels of direction that dilutes completely from top to bottom line. National managers sets goals for regional leadership, then regional sets goals for complexes, then complexes set goals for branches, then branches set goals for employees... its just messy and in WAA role they change it up dramatically on the national level without understanding what the role actually does day to day, just to meet numbers. They basically narrowed the scope of what our month performance is graded on, then sunset the role which increased our bandwidth, but during the performance review (which management just bs) didn’t want to even entertain the conversation of compensation increase. I was the top performing employee in my role, after the role changes this year I remained number one and my peers didn’t hit their numbers and management still didn’t want to consider the adoption and staying on top when I brought up compensation, just a pat on the back, and sold me the dream of how my achievements will bring me future success years down the line..

    7 people found this review helpful

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