Coming here was the right decision - Mitarbeiter (anonym) bei Optimize Wealth Management: Mitarbeiterbewertung

5.0
7. Mai 2026
Mitarbeiter (anonym)
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CEO-Befürwortung
Geschäftsprognose

Pros

I have exposure to different areas – tax, financial planning, insurance, and estate services. The work gives me a good understanding of how everything connects behind the scenes. If you’re interested in finance, you’ll pick up a lot quickly. There are also solid opportunities to expand my professional network.

Kontras

This job requires constant focus, and even small mistakes can cause serious issues.

Mehr Bewertungen zu Optimize Wealth Management entdecken

5.0
16. Apr. 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

- Exposure to different client situations - Getting better at problem-solving thanks to real-world experiences - Steadily building my professional confidence - Polishing my communication skills through daily interactions

Kontras

The independent model means I'm responsible for my business development, which takes time.

1.0
3. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

We would sometimes get pizza.

Kontras

Extremely scary work environment. I became so stressed from the daily energy mainly form upper management. I left as soon as I could, but many people were fired within a few months. My first day I was given a desk assignment which notified the rest of the team that the person who sat here on the previous Friday had been let go.

1
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