5.0
Jul 14, 2020
Current employee, more than 10 years
Newport Beach, CA
Recommend
CEO approval
Business Outlook
Pros
Opportunity to learn and advance while helping people achieve their version of financial freedom. Love working with a gender diverse team in an industry typically lacking in this area. In my experience (originally as an employee and now as part of the leadership team), I can attest to the firm's openness to new ideas and willingness to listen to the feedback of employees.
Cons
While training abounds, if you are not a self-starter or don't enjoy collaboration this might not be the most compatible firm culture.