3,0
6 feb 2023
Voormalige werknemer, meer dan 1 jaar
San Jose, CA
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht
Pluspunten
Best part was being able to help clients solve real-world problems, and help be creative in solution planning.
Minpunten
Sometimes (often) the Private Client Advisor would suggest investment vehicles/products that would be to benefit the Advisor more than the client. When addressed, these concerns were not heard.