Courtesy of Mission Wealth
Employees say: “A caring, dynamic and high touch financial advisor, persistently looking to improve the lives of its clients and its team members that support them. A couple highlights that come to mind would have to be how management asks for input and feedback regarding policies, services, resources and training. That is appreciated, as it is nice to feel like team members have a say in some decisions.” Read the Great Place to Work review.
|Industry||Financial Services & Insurance|
|HQ Location||Santa Barbara, Calif.|
|Date info provided (companies may opt to keep some data confidential)||1-Jul-21|