I have everything I need to be successful here - Anonymous employee Optimize Wealth Management Employee Review

- 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

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

We would sometimes get pizza.

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.