- Stevens Wealth Strategies10.Feb 2016
Support from management
Very difficult to work well with the advisor. Frequently condescending.
Attitude towards older colleagues
Boss has very poor attitude about the competence of other colleagues and those at the financial institutions where clients held accounts. A nothing nice to say kind of leader.
Many opportunities to learn and grow within the consortium (SWS is apart of a financial services consortium called IFG) but few offered by SWS alone
Overall compensation for your work
401k. Health & dental as well as short term disability offered. Extremely expensive but available nonetheless
Super big on image and professionalism which I find necessary.
Your success is dependent upon the success of your boss. No security if boss can't grow the business
Suggestions for improvement
- Don't be a know it all because everyone has more to learn and it makes you hard to work with/for. Interact more with your employees and with everyone in the office more. People notice if you're withdrawn and form negative opinions about you. Find a system and cultivate it. Jumping all over the place with databases and procedures is super unproductive and frustrating and it doesn't allow your staff to work at their first capacity. Small things like saying good morning can really change a day for the better. So again, Improve on the communication. Offer incentives... It helps your staff work harder through the stress knowing there's a reward once a goal is achieved. Confidence grows when you accomplish things.
What I like about the company
Flexible hours and great individuals in the office that were great support
What I dislike about the company
No incentives or bonuses. Unnecessary ridicule.
The following benefits were offered to me
- CompanyStevens Wealth Strategies
- Are you a Current or Former Employee?Former job since 2008