510 Financial Advisor Reviews
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"Edward Jones in Orlando is not what Edward Jones claims to be, I had a problem with a senior advisor stealing from me and negatively affecting my performance"
What do you like about working at Edward Jones?
"The autonomy was good."
Do you have any tips for others interviewing with this company?
"Be prepared to watch your back."
What don't you like about working at Edward Jones?
"I disliked the environment."
What suggestions do you have for management?
"Just do what you claim!"
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"I learned how to sell with this organization in one of the toughest environments possible."
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"Very poor local management"
What do you like about working at Raymond James Financial?
"Good training"
What don't you like about working at Raymond James Financial?
"Local managment wouldn't allow employees to use training to achieve goals"
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"This start up company is improving itself rapidly but is not in the industry I prefer"
What do you like about working at Consumer Affairs Law Center?
"Unlimited income earning potential"
What don't you like about working at Consumer Affairs Law Center?
"Limited marketing."
What suggestions do you have for management?
"Marketing leads are the key."
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"Ameriprise was simply ok, I would like an opportunity that is a better fit culturally."
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"Bank of America is now your Daddy."
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"Great company but a hard sell."
What do you like about working at Merrill Lynch?
"I love the people that I worked with and the reputation of the company."
Do you have any tips for others interviewing with this company?
"Be yourself and make sure you know what you are getting into before accepting the position."
What don't you like about working at Merrill Lynch?
"I am not a good salesperson and my position is hardcore sales."
What suggestions do you have for management?
"Management is great."
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"It was a great place to learn."
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"Great company to work for."
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"Advancement opportunities are limited. Pleasant place to work."
What do you like about working at TD Bank?
"Job security, benefits and the people"
What don't you like about working at TD Bank?
"Advancement opportunities and vision toward the future of the business."
What suggestions do you have for management?
"Local markets need to be managed locally."
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"Solid company with great history"
What do you like about working at Waddell & Reed Financial?
"Meeting lots of new people on a daily basis"
Do you have any tips for others interviewing with this company?
"Just be yourself"
What don't you like about working at Waddell & Reed Financial?
"Having to sell"
What suggestions do you have for management?
"More guidance"
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"I enjoyed helping people with their needs."
What do you like about working at Wells Fargo?
"I enjoy helping educate others about their savings and investment options."
What don't you like about working at Wells Fargo?
"Your income is driven by the stock market."
What don't you like about working at Fidelity Investments?
"They treat you as a number, not a person, not caring what you have personally or want. They add responsibility after responsibility without any increase in pay and they don't promote based on performance but on sucking up. Also, they micro manage even the best employees and don't listen to ideas or suggestions to help customers and the workplace itself."
What suggestions do you have for management?
"Increase pay equal to what other similar firms are paying. Listen to your employees and if someone is a great employee, promote them or at least show some appreciation. Also, the advice they give is neither timely nor useful, they treat their customers as numbers, not individuals, and they push products based solely on profit even if it is the wrong product. I know this is a business but at least try to help people who are trusting you with their life savings."
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"Honest evaluation of current state vs what it used to be and could be again."
What do you like about working at United Services Automobile Association?
"Benefits were excellent."
Do you have any tips for others interviewing with this company?
"Go in with open eyes."
What don't you like about working at United Services Automobile Association?
"Advancement potential meager, while purporting tp care about military was like all financial services/insurance companies interested more in providing products for profit sake than member needs."
What suggestions do you have for management?
"Talk to the military about needs, focus groups with military with honest feedback, do not be just another financial services company. Middle management that has never served does not know what it means to serve."
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"Felt isolated from corporate office."
What do you like about working at Woodbury Financial Services?
"The freedom to set my own schedule."
What don't you like about working at Woodbury Financial Services?
"The long hours at potential clients' homes reviewing their financial situation. I found out that most people do not invest in their future."
What suggestions do you have for management?
"Spend more time in the field with the new reps. Perhaps take new reps with you on sales calls initially so they can witness different sales methods / techniques."
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