Sarah had received entry, and would soon graduate from Stanford GSB -level job offers from several wealth management firms. A technology-savvy Millennial, she desired a career that would supply a healthy work/life balance and both intellectual challenges. She needed to consider her options carefully, and had five job money-making offers to appraise. This is a hypothetical case where the reader or a student has to determine which wealth management firm is the best fit for her interests, work design, and long-term career goals.
Fee structure and the business model of each type of firm are discussed in detail, together with additional insights into the businesses manage.
Publication Date: 01/01/2015
This is just an excerpt. This case is about Finance
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