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Prestige Wealth Management

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Dedicated to it's clients and staff... - Recensione dipendente - Client Services presso Prestige Wealth Management

4,0
3 mag 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

All staff is hard working and dedicated to providing the firm's clients the best possible service and client experience. Staff is very knowledgeable in their specified roles, collectively bringing a full financial, estate and tax planning umbrella to touch all of their client's needs.

Svantaggi

Still very traditional in it's dress code, would like to see it be a bit more casual.

avatar
Risposta di Prestige Wealth Management
7y
Thank you for your review of Prestige Wealth Management Group. We appreciate your feedback regarding the dress code and are very happy that you are focused on our collective mission and goals!

Esplora altre recensioni su Prestige Wealth Management

5,0
1 ago 2022
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Interesting work. Always a new challenge. Sharp people working together.

Svantaggi

A few operational flaws. Nothing major.

2,0
20 set 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Competitive salary, beautiful/clean office, life/health insurance, other fringe benefits, friendly coworkers are equally driven and motivated

Svantaggi

Hostile work environment and a lot of false promises given during the interview process and throughout your tenure. There are too many people in the firm with "Manager" and "Director" titles, so if you're a junior employee they will make every effort to let you know that you're a junior employee and will treat you accordingly. Firm's interest is neither aligned with the employees nor the clients' best interest. CEO averages a 4-5 month vacation each year, which speaks volumes on the leadership and direction that the firm is heading.

1
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Risposta di Prestige Wealth Management
7y
Thank you for your feedback. Over the past few years since you wrote this review we have made significant improvements in our leadership team. This review was posted at a time when the firm was going through an operational shift, as many companies do. As you can see from the more recent reviews, our current staff enjoys working together as a team to provide a high level of service to our clients which is proven through our very high client retention percentage.
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