Great company with commensurate benefits and good wealth-management platforms
Wealth Advisor (Former Employee) – Macon, GA – June 18, 2012
The typical day focused on wealth management and strategies around ultra-high net-worth individuals and families. I learned a significant amount about retirement planing, estate planning, stock options, stocks, bonds, mutual funds, commoditites, managed futures and other derivatives. Working with the management was great because it was a small office and was like a family. The most enjoyable part of the job was achieveing beyond client expectations.
working with the clients on wealth management plans was a real pleasure
difficult decisions to make in a recessionary environment