510 Financial Advisor Reviews
Submit a ReviewDo you have any tips for others interviewing with this company?
"OK place to start your career, established FAs look at PCS there or stay away."
What don't you like about working at Chase?
"4 different managers in 13 months, low morale among bankers, operations and compliance departments awful."
What do you like about working at Merrill Lynch?
"Helping people obtain there goals."
Do you have any tips for others interviewing with this company?
"Be honest."
What don't you like about working at Merrill Lynch?
"Management."
What suggestions do you have for management?
"More people friendly and not so cut throat."
Please give us a one liner to describe this review.
"UBS does not care about their employees, only about the numbers."
Please give us a one liner to describe this review.
"MS is a good company, but it is experiencing some problems due to current financial market conditions."
Please give us a one liner to describe this review.
"Pre-merger Smith Barney review."
What do you like about working at Morgan Stanley?
"I like the corporate excellence."
Do you have any tips for others interviewing with this company?
"One of the better houses left standing."
What don't you like about working at Morgan Stanley?
"I dislike the corporate overhead and the one-stop-shopping approach."
What suggestions do you have for management?
"Refocus on client relationships."
What do you like about working at AmeriCredit?
"I liked the company and what it seemed to stand for when I started there. It seemed the economy took a toll on the company and how much they were able to back their employees up (i.e. training, one-on-one's, etc) as time went on and the economy worsened."
What don't you like about working at AmeriCredit?
"I did not like the way the company seemed to put out fires. It did not seem to have any systems in place for preventative measures, to avoid the small crises that could and would occur. Because of this, the company seemed very fickle in it's policies - it would send out a memo one week, and then another the following week that was almost completely contradictory. All of this was due to poor planning and/or addressing an issue that had just occurred that caused problems (the putting out fires)."
What suggestions do you have for management?
"Listen to their representatives, the people who work with the systems and their customers all day, everyday. The best suggestions usually come from those who are dealing with the day-to-day processes and not always from management, who can sometimes only see from an overall perspective. The employees can see many things from many angles, being neck deep in the work each day."
Please give us a one liner to describe this review.
"Fair and honest"
What don't you like about working at CitiGroup?
"it turns people out like sausages"
What suggestions do you have for management?
"They need to stop turning Financial Advisors out and provide them more training."
Please give us a one liner to describe this review.
"It was quick, but not totally accurate."
What do you like about working at First Command Financial Services?
"I enjoyed helping people to plan for a financially successful future"
What don't you like about working at First Command Financial Services?
"I was too new to the area at the time and didn't have a very large customer base from which to draw from. And I prefer to be salaried versus commission"
What do you like about working at American Express?
"Good people with good intentions."
Do you have any tips for others interviewing with this company?
"Be prepared to work hard and a lot. Always keep your client in mind."
What don't you like about working at American Express?
"At times the recommendations were not what was best for the client."
What suggestions do you have for management?
"Have the advisors focus on the client."
Do you have any tips for others interviewing with this company?
"its a tough industry; survive three years, and you're good to go~"
What don't you like about working at UBS?
"nothing, really"
What suggestions do you have for management?
"training..."
What do you like about working at Wells Fargo?
"It's hard to say. I was a Wachovia employee. Wells just bought us and has made the merger long and not transparent."
What don't you like about working at Wells Fargo?
"I dislike the what ifs; there are a lot of unknowns."
What suggestions do you have for management?
"Streamline fast the Wachovia group, both bank and investments."
Please give us a one liner to describe this review.
"Should have went to another firm"
What do you like about working at Waddell & Reed Financial?
"I love investments and financial planning"
What don't you like about working at Waddell & Reed Financial?
"Not much support"
What suggestions do you have for management?
"better training"
Please give us a one liner to describe this review.
"Canada Life is a great company."
What do you like about working at Merrill Lynch?
"Great training program."
What don't you like about working at Merrill Lynch?
"The difficulty of bringing high net worth retirement savings into the brand name over the last two years."
Please give us a one liner to describe this review.
"Financial Services industry is great."
What do you like about working at IPC International?
"IPC Investment Corporation is a national brokerage company with offices across the country."
Do you have any tips for others interviewing with this company?
"Learn as much as you can about Financial Services."
What don't you like about working at IPC International?
"The Financial Services is a dynamic environment with its up and down cycles."
What suggestions do you have for management?
"Continue to develp the dealer network."
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Financial Advisor - FULLY REMOTE
Remote - $150,000 - $200,000 per year
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