510 Financial Advisor Reviews
Submit a ReviewWhat do you like about working at ING?
"I was a consultant with the company and merchandized their product"
Do you have any tips for others interviewing with this company?
"Open forum for all interviewees. Easy access to the website"
What don't you like about working at ING?
"I did not get to work with the day to day operations of the Company as I was just an agent/consultant."
What suggestions do you have for management?
"On-going trainin,Diversity and growth development. Transparency and safe work environment."
What do you like about working at Cowen Financial Group?
"I enjoyed the type of business and the people I worked with."
Do you have any tips for others interviewing with this company?
"Be thorough with your questions about exactly how you are to build your business."
What don't you like about working at Cowen Financial Group?
"I didn't like the exact training and guidance in advancing my business."
What suggestions do you have for management?
"To work on the managers ability and skills to assist the learning."
What do you like about working at Allstate Insurance Company?
"Independence of being outside sales is what I enjoyed about Allstate."
Do you have any tips for others interviewing with this company?
"Until the financial services area works out several kinks it will remain a difficult place to establish a career."
What don't you like about working at Allstate Insurance Company?
"The company was too close minded to options for the investment advisors. It was hard to present the right option for clients when we were not allowed to sell it."
What suggestions do you have for management?
"I would allow the agents to use companies outside of Allstate to best fit the clients' needs in the financial services arena."
Please give us a one liner to describe this review.
"has been a great learning experience"
What do you like about working at World Financial Group?
"The atmosphere and Values. The company is moving fast and is expanding throughout the united states"
Do you have any tips for others interviewing with this company?
"Work hard and you shall be compensated heavily. If you have the right intentions and help families, then you shall grow in the company"
What don't you like about working at World Financial Group?
"I do not like the fact that the company does not provide any leads"
What suggestions do you have for management?
"To help associates find and prospect clients. To have more training sessions on products"
Please give us a one liner to describe this review.
"Morgan Stanley is an excellent company, but it is very difficult to transition to a different role."
What do you like about working at Morgan Stanley?
"It is an excellent company to work with, and has great name recognition and excellent resources."
Do you have any tips for others interviewing with this company?
"You must love what you do. Be passionate, and with a bit of luck and commitment, you will succeed."
What don't you like about working at Morgan Stanley?
"It is very difficult to transition to a different role. Capital Markets firm usually prefers to hire someone from outside rather than promote internal talent, and I am a high believer in loyalties."
What suggestions do you have for management?
"Sometimes you need to look for internal talent, especially if they are loyal, qualified, and committed to succeed."
Please give us a one liner to describe this review.
"fast pace,precise,team work,everyday something new to learn"
What do you like about working at Presbyterian Hospital?
"ability to growth, education backup.. a place where you work in a team evyroment."
Do you have any tips for others interviewing with this company?
"just be yourself. they are looking for people that are open to learn new technology and able to multitask"
What don't you like about working at Presbyterian Hospital?
"not working on my field which is web developer. and that is my passion"
What suggestions do you have for management?
"keep been the same person.. keep believing in your employees"
What do you like about working at Morgan Stanley?
"I liked the freedom I had to build my own business."
Do you have any tips for others interviewing with this company?
"Be very hungry to make a lot of money and emphasize your willingness to work long hours."
What don't you like about working at Morgan Stanley?
"They promised me so much support and guidance but never really gave us any in the training program."
What suggestions do you have for management?
"Match new people off with more senior people in the organization to work together and learn the business faster."
Please give us a one liner to describe this review.
"Great Experience"
What do you like about working at GDF Suez?
"This group offers many jobs opportunities around the globe and is quite respectful of employees."
Do you have any tips for others interviewing with this company?
"Speak French is still a plus ! English is not enough"
What don't you like about working at GDF Suez?
"This group is sometimes a bit too big and have slow decision process"
What suggestions do you have for management?
"It would be efficient to leaner the decision processes make holding people less numerous."
Please give us a one liner to describe this review.
"Went bankrupt"
What do you like about working at Shaw Mortgage Group?
"Awesome co-workers, boss and manager. Its was a great place to work until it went bankrupt."
Do you have any tips for others interviewing with this company?
"you gotta be a smooth talker and ability to get customer, but the place went bankrupt."
What don't you like about working at Shaw Mortgage Group?
"honestly there wasn't anything I dislike about working in the company"
What suggestions do you have for management?
"None it had great management but it went bankrupt !"
What do you like about working at BGA Insurance?
"Very liberal and encourage creativity and new ideas. Effective at assisting and implementation and custome soulitions."
Do you have any tips for others interviewing with this company?
"Be honest and have a positive altitude. This job is all about developing your skills and building a client base. You should always be working on improving your knowledge of industry and different ways you can help your potential clients."
What don't you like about working at BGA Insurance?
"The policits can be very bad and there is often internal fighting (usally the same people) and the issue never get resolved."
What suggestions do you have for management?
"I think that they need to implement stricter ethical bylaws and enforce them. Essentially find ways to foster honesty and teamwork. Such policies would help the company become more successful overall."
What do you like about working at Morgan Stanley?
"Morgan Stanley has a great reputation, and I was able to work for an outstanding team of advisors."
Do you have any tips for others interviewing with this company?
"Make sure you are comfortable making 300 to 400 cold calls per day for the first two years as a financial advisor. This is purely a zero excuse work place if you are not successful at teaching yourself the business. You are 100% responsible for your own destiny."
What don't you like about working at Morgan Stanley?
"I disliked being required to cold call potential clients with zero training on cold calling techniques. Management required results that seemed unbearable to obtain."
What suggestions do you have for management?
"Focus on employee training. Having a trackable and verifiable training program would produce better financial advisors."
What do you like about working at Morgan Stanley?
"I liked the autonomy, unlimited commission, great location, making some new friends, and the nice office."
Do you have any tips for others interviewing with this company?
"The pre-hiring tests are very difficult."
What don't you like about working at Morgan Stanley?
"It was not team-focused. Training could have been better. There was a lack of mentoring."
What suggestions do you have for management?
"Provide more support to employees, better training, better mentoring, and cover more expenses."
What do you like about working at Principal Financial Group?
"The ability to positively effect people's lives and their future planning"
Do you have any tips for others interviewing with this company?
"Each individual is different and will require attentuion in areas they are not familiar with at all"
What don't you like about working at Principal Financial Group?
"Heavilly regulated with duplicative paperwork that must be completed on each sale"
What suggestions do you have for management?
"More classroom training for the collateral paperwork involved on all transactions"
Please give us a one liner to describe this review.
"An excellent place to learn the industry"
What do you like about working at Ameriprise Financial?
"The stated willingness to develop and mentor new talent in the industry"
Do you have any tips for others interviewing with this company?
"Make sure that this is the industry that you are passionate about. Talk to others in the industry first."
What don't you like about working at Ameriprise Financial?
"The lack of follow through in talent development and moving the talent to the next level"
What suggestions do you have for management?
"I believe the management is now reassessing their approach to employee development which is exactly what they need"
Please give us a one liner to describe this review.
"Environment not as professional as I was used to."
What do you like about working at MetLife?
"Helping people with financial goals and earning their trust and respect."
Do you have any tips for others interviewing with this company?
"Not really. I would recommend giving them another look and make one's own decision."
What don't you like about working at MetLife?
"Not a lot of class and lacking in structure/organization/training, with minimal concern over retention."
What suggestions do you have for management?
"They all left anyway after some major management upheaval in that office."
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Financial Advisor - FULLY REMOTE
Remote - $150,000 - $200,000 per year
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