Great Environment and Culture - werkgeversreview Financial Advisor Administrative Assistant bij Capitol Financial Solutions

5,0
7 nov 2023
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Flexible and understanding managements/owners that are more than willing to step up for their empoyees.

Minpunten

Fast paced but detailed work, not for all people if they cannot keep up with the pace.

Ontdek andere reviews over Capitol Financial Solutions

5,0
21 mrt 2023
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

I've worked at numerous RIAs since leaving CapFS, and this is still one of the best places I've worked. Their sales training is top-notch, their culture includes time for fun and company outings, and their grid payout is on par with others.

Minpunten

Financial services can be difficult if you don't have experience, a network, dumb luck, and a strong work ethic.

5,0
28 mrt 2019
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

As an intern at CAPFS, you'll gain valuable insight to the type of work that Certified Financial Planners do. You get placed into a team of financial advisors that'll mentor you and provide training and advice on the work that you perform. Upon completing the internship, you will have gained great communication skills since there a lot of emphasis in the training provided is on developing such skill set.

Minpunten

The downside of this internship is that you'll spend a lot of time cold-calling, so it can be a little nerve-wracking at first but it gets easier as you get more experience. On the flip-side, you learn how to speak to people on the phone more effectively which is quite beneficial if your future career entails speaking on the phone often.

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