Good starting point for a financial career - werkgeversreview Finance and Accounting bij Optimize Wealth Management

5,0
14 mei 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Working closely with advisors and clients. Seeing how financial plans come together in real situations. Constant sharing of knowledge and insights, so you learn and gain confidence pretty fast. Good benefits and flexibility in schedules.

Minpunten

Coordination across internal teams not always up to par

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5,0
16 apr 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

- Exposure to different client situations - Getting better at problem-solving thanks to real-world experiences - Steadily building my professional confidence - Polishing my communication skills through daily interactions

Minpunten

The independent model means I'm responsible for my business development, which takes time.

1,0
3 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

We would sometimes get pizza.

Minpunten

Extremely scary work environment. I became so stressed from the daily energy mainly form upper management. I left as soon as I could, but many people were fired within a few months. My first day I was given a desk assignment which notified the rest of the team that the person who sat here on the previous Friday had been let go.

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