Written by INVESTMENT ADVISOR (Former Employee) from Phoenix, AZ on January 10, 2018
The Company provided free drinks and snacks which was really nice especially considering all the OT hours we worked. When I first started there was mandatory OT everyday. Once they made some management changes they realized that was NO way to motivate and or thank their employees for their hard work. Micromanagement of business professionals was escalating - more ... causing turnover. The increase in demand for opening new IRA accounts was also questionable considering the Wells Fargo debacle. In my opinion compliance was behind the ball in making sure all client recommendations were being made within F ... - less
ProsThe company really cares about the average person's financial future.