5,0
3 mar 2026
Empleado anónimo
Empleado actual
Recomendar
Aprobación del CEO
Perspectiva de la empresa
Ventajas
My days are a mix of client meetings, portfolio reviews, and financial planning. The support staff is solid. They handle the paperwork so I can focus on relationships. My manager trusts me to run my book my way. The culture is professional but warm. I work hard but I'm not burned out.
Desventajas
Peak periods can mean back-to-back client meetings