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Trusted Financial Advisors

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Review of working at Trusted Advisors - Vice President Sales and Marketing Trusted Financial Advisors Employee Review

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5.0
9 Mar 2022
Recommend
CEO approval
Business outlook

Pros

Intellectually challenging and engaging. Opportunity to work with a seasoned veteran of the financial world. Opportunity to be of service to wealthy, but "salt of the earth" clientele. Opportunity to obtain hours toward Certified Financial Planner (TM) designation.

Cons

Virtual office (if this is a "Con"?), Somewhat random hours. No Team- this is pretty much a one man band operation.

4.0
1 Feb 2013
Recommend
CEO approval
Business outlook

Pros

Complete integrity in its approach to client well being, service is responsive. Clients survived the past two stock market crashes 2001-(2002 and 2007-2009) with relatively modest losses.

Cons

Could use a bit more depth on the bench.

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