3.0
6 Feb 2023
Former employee, more than 1 year
San Jose, CA
Recommend
CEO approval
Business outlook
Pros
Best part was being able to help clients solve real-world problems, and help be creative in solution planning.
Cons
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.