5,0
5 nov 2025
Dipendente attuale, più di 10 anni
Philadelphia, PA
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
Work remotely, Independent structure/ open architecture, competitive payouts for advisors, fiduciary, Charles Schwab is the custodian, low/fair fees for clients, access to safe money strategies, custom indexing, in-house investment team, work/life balance
Svantaggi
Disconnect between different sales channels and misalignment of company goals versus advisors in leadership.