4.013 Feb 2026Wealth advice center financial advisorCurrent employee, less than 1 yearWeehawken, NJRecommendCEO approvalBusiness outlookProsGood WLB work is not too demanding or complicatedConsLimited growth opportunities and the skills sets do not transfer well outside of sales. You are also not allow to rotate roles outside of WAC.Show more
5.02 Jul 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare