3,0
6 feb 2023
Ex dipendente, più di un anno
San Jose, CA
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
Best part was being able to help clients solve real-world problems, and help be creative in solution planning.
Svantaggi
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.