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134 Financial Consultant Reviews

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Financial Consultant at Bank of America

Please give us a one liner to describe this review.

"Great sales experience."

What do you like about working at Bank of America?

"Excellent company with a great team environment. We started as a small branch in 2003 and built it to the country's largest producing branch by 2008."

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

"Countrywide Home Loans has been dissolved."

What don't you like about working at Bank of America?

"I felt that the upper management misled the public and shareholders and in the end were forced to sell the company to Bank of America."

What suggestions do you have for management?

"You should always be honest and ethical."

Financial Consultant at Wells Fargo
in Albuquerque, NM

What do you like about working at Wells Fargo?

"I like working Monday through Friday."

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

"It is a good job if you enjoy phone soliciting."

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

"You are a solicitor."

Financial Consultant at Merrill Lynch
in Naples, FL

Please give us a one liner to describe this review.

"Great opportunity for great income."

What do you like about working at Merrill Lynch?

"Freedom to build my own business."

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

"Be honest."

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

"Subject to the economy."

What suggestions do you have for management?

"Keep training the sales staff."

Financial Consultant at Accenture
in Los Angeles, CA

Please give us a one liner to describe this review.

"Above average."

What do you like about working at Accenture?

"Benefits, surrounded with professionals who take their work seriously."

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

"Do your best, pay your dues and you will be rewarded with a base of knowledge that you cannot find in local organizations."

What don't you like about working at Accenture?

"Too much travel."

What suggestions do you have for management?

"More balanced life style."

Financial Consultant at Merrill Lynch
in Kansas City, MO

Please give us a one liner to describe this review.

"Good place to work."

Financial Consultant at Mary Washington Healthcare
in Fredericksbrg, VA

Please give us a one liner to describe this review.

"Competent management and staff."

Financial Consultant at Playboy
in Atlanta, GA

Please give us a one liner to describe this review.

"Positive experience"

What do you like about working at Playboy?

"Working with Mark was great, his creative mind is very underestimated. His vision and business sense is strong. It was a great learning opportunity."

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

"Be yourself and real."

What don't you like about working at Playboy?

"The end of my term."

What suggestions do you have for management?

"Start another company."

Financial Consultant at Parsons
in Chicago, IL

Please give us a one liner to describe this review.

"This was a temporary position."

What do you like about working at Parsons?

"Flexibility."

What don't you like about working at Parsons?

"Took too long to get to work."

Financial Consultant at A.G. Edwards
in Charlotte, NC

Please give us a one liner to describe this review.

"A great company that offered an awesome foundation and knowledge to get going quickly in the industry"

What do you like about working at A.G. Edwards?

"one on one relationship with the broker and analyst."

Financial Consultant at Wells Fargo
in San Jose, CA

Please give us a one liner to describe this review.

"Wells Fargo is a great company for those eager to increase their professional knowledge in a warm, family-like environment."

What do you like about working at Wells Fargo?

"Opportunities surround you in this company, allowing you to continue growing professionally. In every setting, a helping hand will direct you to your career goals. Along with these aspects is the most important characteristic of all, the feeling of a second family at work."

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

"Show initiative in answering questions. Be confident in your interview as if you were Tom Cruise in Jerry Maguire, because there is never a wrong answer, just a different perception."

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

"It is unfortunate that a great company such as Wells Fargo had been plagued by the financial downturn, requiring setbacks for the company and its employees."

What suggestions do you have for management?

"Remember the little guys at the retail branches. They are the reason this company has excelled the way it had in the past years. Do not be tempted by the powers of management, which can lead to downturns of companies, such as AIG, CIT, Lehman Brothers, and other financial companies."

Financial Consultant at AppStar Financial
in Houma, LA

Please give us a one liner to describe this review.

"Appstar is a great place with great people to work with, but the pay is not substantial and there are no benefits."

What do you like about working at AppStar Financial?

"I am a very competitive person. For inner joy, I love to be the top sales person. I do not rub it is to anyone of course, but I love to be the best and that is for my own satisfaction. I have been the top sales person at Appstar for 6 months running. I also hold the record for most deal sold in one day (12) and most in one month (38)"

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

"I you are good in sales and have the maturity to deal with the clientele of B2B then this is the company to go with. They have great managers to work for, they have a great support team available anytime that you are in need, and competitive pay for their industry."

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

"Dealing with the clientele, because it is B2B sales. I do not prefer Personal sales as much as Business to business sales."

What suggestions do you have for management?

"There is no suggestions. They are a great company for what they do. In the type business that it is they do all they can. When you really understand the business that you work for, meaning the ends and outs, then you realize what the business capabilities are. I take pride in learning the business that I work for ( what makes it tick) so I know that they do for there employees all they can and go above and beyond to be sure that there have everything that they need to succeed."

Financial Consultant at Colo.com
in South San Francisco, CA

Please give us a one liner to describe this review.

"this is no longer in existence - part of the dot.com bubble burst"

What do you like about working at Colo.com?

"it was a great start up too bad it did not go public when it should have"

Financial Consultant at Robert Half

Please give us a one liner to describe this review.

"Fulfilling and rewarding employer."

Financial Consultant at Merrill Lynch
in Auburn Hills, MI

Please give us a one liner to describe this review.

"You are on your own."

What do you like about working at Merrill Lynch?

"Access to Merrill Lynch resources."

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

"Know that this is what you want to do."

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

"Dog eat dog mentality. Very little support."

What suggestions do you have for management?

"Provide younger reps with a a better support system so that they can actually build a business."

Financial Consultant at Pierce & Pierce
in Lancaster, PA

What do you like about working at Pierce & Pierce?

"The interaction with clients."

What don't you like about working at Pierce & Pierce?

"Full commission based compensation does not necessarily encourage plans based on an individual's total financial picture."

What suggestions do you have for management?

"Encourage senior management to pay based on portfolio results."

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