5.0
Jun 14, 2008
Recommend
CEO approval
Business Outlook
Pros
In Wealth Managament, schedule is flexible. Great people to work with. We get to serve as a form of quality control for the financial plans that are being presented to clients. Training for new hires has improved drastically. Product options for client is growing each day. Constant changes in planning approach, which in turn creates new opportunities within department. Managers don't seem to micro-manage and they allow you to create your own schedules with the advisors. Expectations are reachable. Very good benefits that include Medical, Dental, Vision, and very good retirement that gets better as you get older. They do the right thing for the client.
Cons
Sometimes, the position can get repetitive.