Personal Financial Advisor Reviews

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Personal Financial Advisor Reviews

What is it like working as a Personal Financial Advisor?

September 2020
It is a tough business, but if you want the best opportunity to succeed in the business Old Mutual has the best training and upskilling program.
Personal Financial Advisor in Port Elizabeth:
Pros: the diversity of occupation opportunities within the company and being able to change roles.
Cons: I dislike the volatility of income in my current line of work.
January 2020
Personal Financial Advisor in Lake Success:
Super disorganized mess of a company. The people are absolutely lovey but the systems are terrible, there are way too many managers and not enough people actually doing anything. Integration is terrible and terribly run... They really need to get it together. It takes far too long to get anything done and far too many corrections for comfort.
November 2013
Dealing with the public
Personal Financial Advisor:
Pros: Sales and people
Cons: Too much is expected in 7.30 hrs day

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