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Path Financial Strategies Work Values
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Daily Duties at Path Financial Strategies:
• Consult with clients to collect income tax information and compile their income tax return. • Advise clients to utilize tax strategies and help them produce a financial plan. • Assist senior tax preparers in researching complex tax questions. • Answering financial questions regarding mortgages, improving credit scores, reducing debt and spending plan strategies. • Office administration and coordination
What they like about Path Financial Strategies:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
Relationship Management, Financial Planner, Cash Management Stategies, Customer Service, Training, Coaching, Mentoring, Loan Originator, Banking, microsoft office, CRM software, Financial Services, Finance
Information about Path Financial Strategies
Company Rank: Not Available
Average length of employment : 14 years
Average salary of employees: $90,000
These are some of the questions we asked our climbers about their experiences with Path Financial Strategies:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Path Financial Strategies had these interests:
| Books | |
|---|---|
7 Stages of Money Maturity |
George Kinder's book on Money Maturity. |
| Magazines | |
| Money |
Finacial Planning Magazine |
| Websites | |
| CNBC's website http://www.cnbc.com |
Worldwide business news |
