No stagnation here - Anonymous Optimize Wealth Management Employee Review

I get to work with some of the most talented and hardworking people I’ve known every day. Clear communication across teams. Making complex tasks easier to manage. I review portfolios, assess market conditions, and discuss investment strategies with advisors and clients regularly. Focus on thoughtful planning and long-term growth. Which aligns well with how I like to work.

Some internal processes could be simplified for quicker turnaround.

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.