Financial Planning Analyst - Recensione dipendente - Dipendente anonimo presso eMoney Advisor

4,0
9 feb 2017
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great company with great culture, they treat us very well and love the people I work with.

Svantaggi

The pay could be more competitive.

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5,0
18 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great technology and benefits. Incredibly smart people work here!

Svantaggi

Teams sometimes can feel siloed.

3,0
26 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The people are the best part - talented, collaborative peers who care about doing the right thing for clients. The role offers meaningful client exposure, complex problem solving and strong growth in cross functional communication and influence.

Svantaggi

Leadership effectiveness and alignment have been a recurring challenge for the past few years. Communication can feel inconsistent, and key decisions are sometimes shared late, after they are effectively final. There is a strong emphasis on being proactive and client first, but leadership does not always model that same urgency and follow through. As a result, teams sometimes make more headway by collaborating directly with each other rather than relying on leadership channels, and clearer ownership and alignment at the top would reduce challenges and improve execution.

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