Career Menu

510 Financial Advisor Reviews

Submit a Review
"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 Merrill Lynch
in Bakersfield, CA

Please give us a one liner to describe this review.

"The industry is not the same, Merrill is not the same."

Financial Advisor at Merrill Lynch
in Melville, NY

What do you like about working at Merrill Lynch?

"Just a great company to be a part of, treated their employees top notch."

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

"Hearing that 30% of something is better than 100% of nothing! When asking for help on client appointments."

What suggestions do you have for management?

"Create a salaried position for each branch or POA hub for someone to work one on one with the POAer's if you ever decide to get serious about improving your success rates on the POA Program."

Financial Advisor at Chase

Please give us a one liner to describe this review.

"Bittersweet"

What do you like about working at Chase?

"Prospecting is no longer an obstacle."

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

"The formula works only if you use it."

What don't you like about working at Chase?

"Pay-out!"

What suggestions do you have for management?

"Follow through with e-mails you send."

Financial Advisor at ICICI Bank Limited

Please give us a one liner to describe this review.

"The overall rewiev is this company is good to work with"

What do you like about working at ICICI Bank Limited?

"It gives a clean,good and enjoyable work enviornment"

Financial Advisor at Wells Fargo
in Cleveland, OH

Please give us a one liner to describe this review.

"I love my job and the people I work with, but I need to earn a living."

What do you like about working at Wells Fargo?

"I like the people I work with, my manager, and the company itself. I also enjoy the endless products and services they have available to assist me and my clients in achieving their retirement goals."

What don't you like about working at Wells Fargo?

"I dislike the compensation structure."

Financial Advisor at Merrill Lynch

Please give us a one liner to describe this review.

"Volatile."

What do you like about working at Merrill Lynch?

"You can make a lot of money."

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

"It's a tough, volatile business that has changed."

Financial Advisor at Morgan Stanley
in Westlake, OH

Please give us a one liner to describe this review.

"Bunch of snakes."

What do you like about working at Morgan Stanley?

"I like the money."

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

"Don't interview."

What don't you like about working at Morgan Stanley?

"I dislike when there is no trust."

What suggestions do you have for management?

"Get new management."

Financial Advisor at KeyBank
in Elyria, OH

Please give us a one liner to describe this review.

"It was awesome"

What do you like about working at KeyBank?

"Management was great"

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

"Can't interview with company anymore."

What don't you like about working at KeyBank?

"Nothing"

What suggestions do you have for management?

"To bad your gone"

Financial Advisor at Merrill Lynch
in Salisbury, MD

Please give us a one liner to describe this review.

"Merrill Lynch was a great place to work with generous base pay and great commissions. I happened to be hired at a point in time when they underwent an 11,000 person layoff which I was part of. I will do it again if offered the opportunity."

What do you like about working at Merrill Lynch?

"I liked the fact that I was my own boss and the only person in charge of my schedule and ultimately my income."

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

"Just be honest, it's your best friend."

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

"Getting laid off shortly after licensing."

What suggestions do you have for management?

"When someone scores a 90% on the series 7 licensing exam which is the top 2% nationwide, at least give them a chance at the job before laying them off."

Financial Advisor at Morgan Stanley
in Pasadena, CA

What do you like about working at Morgan Stanley?

"The people who worked in the Pasadena office are great people."

What don't you like about working at Morgan Stanley?

"I dislike that there was not enough guidance for trainees. Management was also going through changes during my time at Morgan Stanley, Pasadena, so that a few trainees did not receive any training or guidance that is essential to employee development."

What suggestions do you have for management?

"Management should realize that their employees are their most important assets."

Financial Advisor at Morgan Stanley
in Celebration, FL

Please give us a one liner to describe this review.

"Sad to have been let go after a short time."

What do you like about working at Morgan Stanley?

"I liked the collegial atmosphere and the opportunities I could afford my clients."

What don't you like about working at Morgan Stanley?

"I did not like how being low man on the totem pole made me expendable, especially after investing a lot of money in my training."

Financial Advisor at Morgan Stanley
in Sherman Oaks, CA

Please give us a one liner to describe this review.

"Great place to work for if you live in New York."

What do you like about working at Morgan Stanley?

"I like the opportunity to make money."

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

"Lower your expectations."

What don't you like about working at Morgan Stanley?

"I dislike cold calling."

Financial Advisor at Morgan Stanley
in Brea, CA

Please give us a one liner to describe this review.

"Hostile work environment."

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

"DON'T interview."

What don't you like about working at Morgan Stanley?

"I dislike harassment in the workplace."

What suggestions do you have for management?

"Restructure."

Financial Advisor at AXA Advisors

Please give us a one liner to describe this review.

"Good work enviorment, with out much support"

What do you like about working at AXA Advisors?

"Good work environment"

What don't you like about working at AXA Advisors?

"poor training, little support"

What suggestions do you have for management?

"have a better licensing and training process"

Financial Advisor at David Lerner Associates

Please give us a one liner to describe this review.

"Extremely hard to build career there."

What do you like about working at David Lerner Associates?

"Name brand"

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

"Must be willing to give up your personal and social life."

What don't you like about working at David Lerner Associates?

"Very little help by management, plus over-micro management."

What suggestions do you have for management?

"Dont be so cheap!"

Advertisement
Jobs You Might Like
You can cancel email alerts at any time.
Got it! Your job alert was created
Advertisement
We noticed that your web browser is outdated!

Update your browser to have a more positive job search experience.

Upgrade My Browser

×