3.0
Jan 24, 2014
Anonymous employee
Current employee
Recommend
CEO approval
Business Outlook
Pros
Fantastic benefits. Great match. Ample time off. Work life balance is important to the company. Great lead flow. Members love the company and generally want to do business
Cons
Wealth Management is now a simple retail bank model. You work with millionaires and folks who do not have a dollar to their name. We push products like a typical retail establishment. Planning is a means to an end.