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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 3 years ago in San Diego, CA
Financial Advisor at Ameriprise Financial
in Commack, NY

Please give us a one liner to describe this review.

"go be a true advisor some place else"

What do you like about working at Ameriprise Financial?

"fellow colleagues were good to work with"

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

"asking them how many plans you have to sell to family 1st month"

What don't you like about working at Ameriprise Financial?

"company model l they are the only company that uses financial planning ,, for clients with less than $100k they can create DREAMS for retirement.."

What suggestions do you have for management?

"STOP LYING"

Financial Advisor at Merrill Lynch
in Princeton, NJ

Please give us a one liner to describe this review.

"A very professional and fun place to work."

What do you like about working at Merrill Lynch?

"The freedom to explore and try new things to develop business."

Financial Advisor at PNC Financial
in Newark, DE

Please give us a one liner to describe this review.

"Location and quality staff are very important for success."

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

"Make sure you are told all information up front. Do not let them hire and then place you in a location. Find out why that location is open and how often it is open."

Financial Advisor at JPMorgan
in Bridgeport, WV

Please give us a one liner to describe this review.

"Very results-oriented company."

Financial Advisor at AXA Advisors
in Charlotte, NC

Please give us a one liner to describe this review.

"axa reviews likev any other good job"

What do you like about working at AXA Advisors?

"freedom"

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

"you need lots of connections to build a client base."

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

"paying to work for someone."

What suggestions do you have for management?

"include more expenses"

Financial Advisor at Merrill Lynch

Please give us a one liner to describe this review.

"Loss of job due to Bank of America purchase."

What do you like about working at Merrill Lynch?

"Learned something every day."

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

"Being purchased by Bank of America."

What suggestions do you have for management?

"Stay in business."

Financial Advisor at Merrill Lynch
in Sarasota, FL

Please give us a one liner to describe this review.

"Good place to work as long as you sell all the time."

What do you like about working at Merrill Lynch?

"Working with a group of educated professionals whose one common denominator was motivation."

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

"The only metric is sales... if you don't sell, you don't count."

Financial Advisor at Franklin Templeton Investments
in Saint Petersburg, FL

Please give us a one liner to describe this review.

"Excellent company to work for, great wage increases, bonuses, and benefits."

What do you like about working at Franklin Templeton Investments?

"Excellent opportunity for career growth. Great compensation and benefits. Plenty of training & delelopment opportunities."

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

"Professionalism and dedication a must. Prompt arrival, neat dress and grooming, ask questions, be confident."

What don't you like about working at Franklin Templeton Investments?

"Sometimes the office politics got to be a bit much, but that is something that is usually dealt with in any job due to varying personalities."

What suggestions do you have for management?

"Wow, I can't think of any at this time."

Financial Advisor at Morgan Stanley
in Clearwater, FL

Please give us a one liner to describe this review.

"Very good company, just not a right fit for me."

What do you like about working at Morgan Stanley?

"I liked the people and atmosphere of the office. It was very professional and a great environment to work in."

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

"Just be yourself."

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

"I dislike the fact that I was in an office for 40 hours a week."

What suggestions do you have for management?

"None, as management was very fair."

Financial Advisor at Legacy Financial Group
in Overland Park, KS

What do you like about working at Legacy Financial Group?

"Working with clients"

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

"Do what's best for your clients"

What don't you like about working at Legacy Financial Group?

"Wanted me to over sell life insurance"

What suggestions do you have for management?

"Do what's best for the client not Legacy Financial Group"

Financial Advisor at Waddell & Reed Financial
in York, PA

Please give us a one liner to describe this review.

"Friendly people, all commission based."

Financial Advisor at MetLife
in Miami, FL

Please give us a one liner to describe this review.

"It is a good place to work and the benefits are great."

What do you like about working at MetLife?

"Working with clients and prospecting is what I enjoy the most."

What don't you like about working at MetLife?

"The training system was poor."

What suggestions do you have for management?

"Implement a good training system for sales."

Financial Advisor at City of Minneapolis

Please give us a one liner to describe this review.

"Great"

Financial Advisor at Wachovia
in Charlotte, NC

Please give us a one liner to describe this review.

"Wachovia is a great place to work, if you are working under a good manager. It is hell, if you get a bad one."

What do you like about working at Wachovia?

"Working with the right manager enable me to grow professionally: Industry knowledge, career advancement, relationship building."

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

"Follow the interview format ... you will have a job."

What don't you like about working at Wachovia?

"Working with the wrong manager strangles the life out of all professionalism: stifles professional growth, creates unnecessary stress, blocks relationship building."

What suggestions do you have for management?

"Acknowledge and replace all incompetent managers."

Financial Advisor at Navigon Financial Group
in Charlotte, NC

Please give us a one liner to describe this review.

"Gone out of business"

What do you like about working at Navigon Financial Group?

"Freedom to make my own schedule."

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

"No chance. They have gone out of business"

What don't you like about working at Navigon Financial Group?

"Very unorganized"

What suggestions do you have for management?

"Screen candidates for office manager thouroughly"

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