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510 Financial Advisor Reviews

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"We have a highly competitive culture that drives everybody to perform but this can be stressful sometimes."
Posted 2 years ago in San Diego, CA
Financial Advisor at American Express
Person You Work For 4 / 5 People You Work With 4.5 / 5 Work Setting 3.8 / 5
Support You Get 5 / 5 Rewards You Receive 3.5 / 5 Growth Opportunities 3.1 / 5
Company Culture 2.4 / 5 Way You Work 4.5 / 5
Financial Advisor at American Express
in Hudson, OH

Please give us a one liner to describe this review.

"AXP for the most part was a good company to work for until they changed their priorities."

What do you like about working at American Express?

"I had the opportunity for continued personal growth and autonomy to get my job done."

Financial Advisor at CitiGroup
Person You Work For 3 / 5 People You Work With 3.6 / 5 Work Setting 4.4 / 5
Support You Get 3 / 5 Rewards You Receive 3.5 / 5 Growth Opportunities 3 / 5
Company Culture 3 / 5 Way You Work 4.3 / 5
Financial Advisor at American Express
Person You Work For 4.5 / 5 People You Work With 4.7 / 5 Work Setting 4.8 / 5
Support You Get 3.6 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3.8 / 5
Company Culture 4.8 / 5 Way You Work 4.6 / 5
Financial Advisor at Morgan Stanley
in Norwell, MA

What do you like about working at Morgan Stanley?

"I love the stock market and wanted to help other entrepreneurs like myself manage their funds and set themselves up for an exit event."

Financial Advisor at Morgan Stanley
Person You Work For 3 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 2 / 5 Rewards You Receive 2 / 5 Growth Opportunities 2 / 5
Company Culture 2 / 5 Way You Work 3 / 5
Financial Advisor at Diversified Investments
in Boulder, CO

What do you like about working at Diversified Investments?

"I owned the company and I knew that every effort I put into it would result in personal pride and financial rewards."

What don't you like about working at Diversified Investments?

"I wasn't as successful at making the company as profitable as I would have liked."

Financial Advisor at American Express
Person You Work For 4.1 / 5 People You Work With 4.9 / 5 Work Setting 4.1 / 5
Support You Get 4.5 / 5 Rewards You Receive 3.1 / 5 Growth Opportunities 4.4 / 5
Company Culture 4.6 / 5 Way You Work 4.9 / 5
Financial Advisor at Merrill Lynch

What suggestions do you have for management?

"Emphasis on client services rather than profit driven. Superior services always bring business and profit."

Financial Advisor at Merrill Lynch

Do you have any tips for others interviewing with this company?

"Recognize that this is a sales position accompanied by an expectation to sell financial products."

What suggestions do you have for management?

"To remain committed to investments in the wealth management space and continue to protect the Merrill Lynch brand."

Financial Advisor at Edward Jones

Please give us a one liner to describe this review.

"If you're single and live in your parents basement this is the job for you."

Financial Advisor at New York Life

Please give us a one liner to describe this review.

"Very fun and super fast environment in which making money and helping people came in hand."

What do you like about working at New York Life?

"It made me the person who I am today, by teaching me strengths in myself to step my work up."

Do you have any tips for others interviewing with this company?

"Be very professional since they are ultra exclusive and careful about their selections when it comes to hiring."

Financial Advisor at Merrill Lynch

Please give us a one liner to describe this review.

"The extent of it was: here is your desk, here is your phone, here is your computer. Good luck."

Financial Advisor at Merrill Lynch

Please give us a one liner to describe this review.

"Merrill Lynch is an excellent company. However, I was there durring 9-11, which was a very difficult time for all companies in NYC."

What don't you like about working at Merrill Lynch?

"It was very difficult to balance personal life and work due to the fact that you need to work 60 - 80 hours a week in order to succeed."

Financial Advisor at Envoy Financial

Do you have any tips for others interviewing with this company?

"Make sure they fix the compliant issues before you start. They talk a good talk."

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