4.0Oct 21, 2025Private wealth associateFormer employee, less than 1 yearChicago, ILRecommendCEO approvalBusiness OutlookProsGreat culture and learning opportunity for entry levelConsOlder systems and a lot of multitaskingShow more
5.0Jun 4, 2026Anonymous employeeCurrent employeeRecommendCEO approvalBusiness OutlookProsAB is a solid mid-sized company with a really good work-life balance. The culture is friendly and supportive.ConsCompensation is relatively lower compared to larger firms, especially big tech or larger financial institutions.Show moreHelpfulShare
4.0Jun 9, 2026Senior wealth management associateCurrent employee, more than 3 yearsSan Francisco, CARecommendCEO approvalBusiness OutlookProsTeam environment. Young colleagues. Great training.ConsPay is low. Hours are long for WM.Show moreHelpfulShare