4.0Apr 24, 2026Wealth plannerCurrent employeeSeattle, WARecommendCEO approvalBusiness OutlookProsGood work Culture and benifitsConsSalary is lower than average for roleShow more
5.0May 19, 2026InternFormer employeeRecommendCEO approvalBusiness OutlookProsGreat people and work environment. A lot of support.ConsI wish I was able to take more ownership in projects.Show moreHelpfulShare
3.0Jun 10, 2026Associate wealth advisorFormer employee, more than 3 yearsSeattle, WARecommendCEO approvalBusiness OutlookProsReally kind coworkers and wonderful clients.ConsLow salary compared to industry standard and very little path forward laid out for young people.Show moreHelpfulShare