3,0
6. Feb. 2023
Ehemaliger Mitarbeiter, mehr als 1 Jahr
San Jose, CA
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CEO-Befürwortung
Geschäftsprognose
Pros
Best part was being able to help clients solve real-world problems, and help be creative in solution planning.
Kontras
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.