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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:
The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.
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 |
