510 Financial Advisor Reviews
Submit a ReviewWhat do you like about working at Ameriprise Financial?
"The people were friendly, work was generally enjoyable and the pay was great. We had a great reputation in our city and the company was well respected."
Do you have any tips for others interviewing with this company?
"You will want to be energetic and be able to speak with a high degree of intellect of not only the company iteself, but also current economic and investment trends."
What don't you like about working at Ameriprise Financial?
"The immediate team I worked with were family and always cliques formed. It was very difficult presenting new ideas and the roles of our team were very segregated where in this industry you need to be able to overlap, but have core competencies."
What suggestions do you have for management?
"Listen to your employees and provide an inviting atmosphere to provide ideas. A reward system would be a good idea."
What do you like about working at JST Investment Consulting?
"I am self employed, however I would like to go back to a corporate environment."
What don't you like about working at JST Investment Consulting?
"Manageing my own company has been much more challenging then expected. I am used to a support team and with so many variables to my industry, it's can be extremely stressful."
Please give us a one liner to describe this review.
"A trial by fire learning system"
What do you like about working at Ameriprise Financial?
"The Sales trainers passion for making successful reps to add to their success"
Do you have any tips for others interviewing with this company?
"This company has a hire and fire business going on and cattle call hiring process"
What don't you like about working at Ameriprise Financial?
"The unethical foundation of the business model as a result of illegal trading techniques"
What suggestions do you have for management?
"To have more one on one time with their employees to keep them on their team instead of letting them fail and during that time looking for a new body"
Please give us a one liner to describe this review.
"Great atmosphere, a lot of promises and none of them were kept."
What do you like about working at QuickQuote?
"Great CEO but never came through on advancement in the company."
Do you have any tips for others interviewing with this company?
"Do your best and always work hard. Always be consistent and punctual."
What don't you like about working at QuickQuote?
"I worked so many hours and exceed target sales. However, never received any promotions or bonuses."
What suggestions do you have for management?
"Pay more attention to those who work extra hard to try to move up in the company."
Please give us a one liner to describe this review.
"One of the worst experiences of my life!!"
What do you like about working at GLP & Associates?
"Financial Advisors made your own schedules and worked your own hours."
Do you have any tips for others interviewing with this company?
"Please do not waste you time listening to the false promises spewed by this company. It is not worth it. Once you're there, you're stuck there!!"
What don't you like about working at GLP & Associates?
"One of the most unethical firms that I have ever worked for. Management lies to their clients as well as their employees. Your clients are given to other agents to work. They lie to their prospective employees about how much you will earn. They will cheat you out of your commissions with unreasonable explanations. Job requirement is to sign a 3 year non-compete agreement. So once you realize how horrible the company is you are prevented from moving to anot firm.There is no regard for customer service. Its all about how much can they take from you - not about how can we make our sales team successful!!"
What suggestions do you have for management?
"I will not make any suggestions to management because they won't take the criticism and actually change to make it a better working environment."
Please give us a one liner to describe this review.
"This is my financial services business"
What do you like about working at Tancred Financial?
"It is my company under my direction. I love having the control over the direction of the business."
Do you have any tips for others interviewing with this company?
"This company does not hire. It is a one man shop."
What don't you like about working at Tancred Financial?
"It takes time away from my other work. It is hard to do two to three jobs at once."
What suggestions do you have for management?
"The is a need to delegate and come up with a new plan to bring in more clients."
Please give us a one liner to describe this review.
"It all depends on your region."
What do you like about working at Edward Jones?
"Ed Jones is different than any other brokerage firm, you can be successful if you build the right relationships. Many of the employees are very helpful if you reach out to them. You can have your own office. Great job if you are retired and want to work at your own pace or anyone with another check coming in."
Do you have any tips for others interviewing with this company?
"You have to be personable, FAs are outgoing and like meeting new people. Don't try and use fancy words and be smart just talk to them like they are your friends and if you meet someone who works there get a referral and you have 95% better chance of getting the job. Oh, its a 2month hiring process."
What don't you like about working at Edward Jones?
"The business model is stone age, I see how it works in small towns. In bigger cities the competition has more to offer. They hire people with no experience typically, if you work there you will never meet someone that transferred from a prestigious firm, they hire teachers, car salesmen, people from outside the industry. Payouts are low and you never have a book of business, its all theirs. They cheat on the best place to work annual reporting which is why they are always on top of the list. They pre screen whats going to be said to see if you can participate and only successful people from the firm are invited, not random by any means. The 401k has no match, medical benefits are a joke. Pay is the lowest in the industry. You have a week of training after exams and you are on your own always calling st louis home office when you need help, trainers are not paid extra and often tell you they are busy, you feel bad in front of clients when you dont have an answer and call to get support for things you were not trained in and they say its just in time training ( what a joke). Most people work from home and try do appointments at coffee shops or clients house. Lastly, if you are analytical and like looking at stocks or watching the market, this is not the job for you. They will tell you that you are only an asset gatherer, you sell mutual funds only for long term, no such thing as buy low sell high. You are a salesman at jones not a broker."
What suggestions do you have for management?
"Have accountability for new hires working from home, everyone should work out of another FAs office so you know they are improving and getting the job done. Hire people with talent, older people with money are not going to give there retirement money to a 21 year old graduate with a babyface and no life experience 9 out of 10 times and you guys know the stats, why waste so much money hiring and training people who are obviously bound to fail."
Please give us a one liner to describe this review.
"Hard, but great company."
What do you like about working at Edward Jones?
"If you have the drive; you have all of the support you need to create a very sucessful business."
Do you have any tips for others interviewing with this company?
"Understand that the opportunity while great is not an easy one. The rewards are worth it but you will work hard."
What don't you like about working at Edward Jones?
"The 100% commission compensation is very difficult when you have others to concern yourself about."
What suggestions do you have for management?
"Keep doing what you're doing."
What do you like about working at Merrill Lynch?
"I like the focus on the potential to make your own success."
Do you have any tips for others interviewing with this company?
"When they say that it is up to you to make your own success, they are understating it! Don't expect for things to be explained to you, or for someone to tell you what you should be doing at any given time. You have to actively seek answers all the time and keep asking all those around you. Ultimately, the company doesn't really care if you succeed or fail - if you bring in one client, you've pretty much paid back the cost of your training, so the only person invested in your success is you."
What don't you like about working at Merrill Lynch?
"I have absolutely no idea what I'm doing. Ever. And nobody seems to care."
What suggestions do you have for management?
"There needs to be a much greater focus on preparing new hires for the career and less of a 'They'll figure it out' mentality."
What do you like about working at Wells Fargo?
"I like the support that they offer. I like the prestigious name that comes with working there. I like that corporate really seems to care about my well-being and my success."
Do you have any tips for others interviewing with this company?
"Make sure you have a complete understanding of the job and the difficulties with it before you take the position."
What don't you like about working at Wells Fargo?
"Being a financial advisor, it is my own responsibility to build my book of business, which I believe is best done with a healthy level of micromanagement. Wells Fargo Advisors, and more specifically my manager, doesn't do a great job of making sure their advisors are doing what they need to be doing and holding them to a certain standard via accountability."
What suggestions do you have for management?
"I would make sure to invest the required amount of time and effort into my trainees so that they would have the best chances of succeeding. I would make sure that their voices were heard and that they felt comfortable approaching me at any moment. I would keep expectations high but would offer rewards for those expectations being met. I would make it a team environment too."
What do you like about working at Lenox Advisors?
"They are all about excellence. They put the clients first and expect you to do the same. They demand the best from you at all times and will ensure they are receiving your best."
Do you have any tips for others interviewing with this company?
"They are fair, but you will work harder and with more structure than you probably realize."
What don't you like about working at Lenox Advisors?
"They dont have much going in regrds to work life balance and are very demanding. There is always a lot to do, and the expect you to find a way to get it done."
What suggestions do you have for management?
"There isn't much that can be done. The higher ups seem to really care about everyone there, and engendering a familial atmosphere. I like how they run the place."
What do you like about working at Peachtree Financial Solutions?
"I have the opportunity to impact individual, family, or business financial goals."
What don't you like about working at Peachtree Financial Solutions?
"It's not what I don't like - it is that I am ready to take the next step in terms of meeting my own personal, professional, and financial goals while tailoring my realized strenghts towards my advancement."
What suggestions do you have for management?
"In order to reach full potential, proper training and compenstation needs to take place."
What do you like about working at American Express?
"I enjoyed working on financial plans and analyzing the data."
Do you have any tips for others interviewing with this company?
"Be professional. Be prepared to work very long hours and on weekends."
What don't you like about working at American Express?
"I worked very long hours and even on weekends. Very demanding job."
What suggestions do you have for management?
"Reduce the number of hours from 60+ hours to 40+ hours."
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Financial Advisor - FULLY REMOTE
Remote - $150,000 - $200,000 per year
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