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134 Financial Consultant Reviews

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Financial Consultant at AXA Equitable

Please give us a one liner to describe this review.

"If you can stomach the idea of not knowing how much you will be paid, could be the place for you in the long run."

Financial Consultant at Core-Mark International
in South San Francisco, CA

Please give us a one liner to describe this review.

"this was a consulting engagement through RHMR, San Mateo office."

What do you like about working at Core-Mark International?

"good IT systems"

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

"no tips for others"

What don't you like about working at Core-Mark International?

"lack of communication at all levels"

What suggestions do you have for management?

"communicate with employees"

Financial Consultant at Inter-American Development Bank
in Washington, DC

Please give us a one liner to describe this review.

"The Inter-Americna Development Bank is a great institution."

What do you like about working at Inter-American Development Bank?

"The proffessional friendly staff."

Financial Consultant at Merrill Lynch
in Gainesville, GA

Please give us a one liner to describe this review.

"Discriminatory to females at the time."

What do you like about working at Merrill Lynch?

"Nothing."

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

"Insensitive / totally bottom-line driven."

What suggestions do you have for management?

"Sensitivity training."

Financial Consultant at Ameriprise Financial
in Phoenix, AZ

Please give us a one liner to describe this review.

"Good company to build experience in a challenging environment"

What do you like about working at Ameriprise Financial?

"It was challenging in every aspect. Working 65+ hours a week, prospecting and acquiring new clients, and the time aspect of closing/implementing plans taking more than 3 months plus."

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

"Great place to build experience and challenge your ambitions. I would not recommend this position to people who are starting out and have a family."

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

"I was disappointed that the company did not keep their promises to the employees."

What suggestions do you have for management?

"I would urge them to keep their promises to their employees and value their hard work."

Financial Consultant at LPL Financial
in Newtown Square, PA

Please give us a one liner to describe this review.

"LPL is a great place to work if you don't want the hassles of a corporate environment."

What do you like about working at LPL Financial?

"The independence. Being your own boss has many benefits and the payout is the best anywhwere on the street."

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

"If you like being independent then you will like this company. But keep in mind EVERYTHING will be on you to get any job done."

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

"The technology platform is far from adequate. There isn't much back office support to speak of and the experience levels of the people in back office is lacking. No fixed income inventory."

What suggestions do you have for management?

"Update your technology platform."

Financial Consultant at The Goetzman Group
in Woodland Hills, CA

Please give us a one liner to describe this review.

"Unique opportunity in a fast growing company"

What do you like about working at The Goetzman Group?

"The variety of projects."

What don't you like about working at The Goetzman Group?

"The company's financial status was very much tied to the status of our Nation's ecomomy, thus leading to periodic layoffs."

Financial Consultant at AXA Advisors
in City of Industry, CA

Please give us a one liner to describe this review.

"I am not a good salesman."

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

"If you are English speaking, do not work in the Chinese office."

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

"Their training needs improvement."

What suggestions do you have for management?

"Improve marketing"

Financial Consultant at A.G. Edwards
in Atlanta, GA

Please give us a one liner to describe this review.

"Great place to work"

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

"Great poeple"

Financial Consultant at New York Life
in Denver, CO

Please give us a one liner to describe this review.

"Fantastic opportunity for growth and expanding my network."

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

"Be ready to starve for at least the first year or two. You will think about going on welfare before you really start making money but then it is OK. The flexibility in hours works well for families (you can actually make it to the school meeting with your wife)."

What don't you like about working at New York Life?

"Long hours with consumers as a financial planner."

What suggestions do you have for management?

"Keep up the quality work and training."

Financial Consultant at A.G. Edwards

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

"Freedom to create your own book of business"

What don't you like about working at A.G. Edwards?

"Lack of ability to be 'creative' with marketing measures due to internal compliance"

Financial Consultant at Primerica
in Houston, TX

Please give us a one liner to describe this review.

"Gratifying, I am pleased I was able to share my passion for a career in the field I went to school."

What do you like about working at Primerica?

"Flexibility."

What don't you like about working at Primerica?

"Support system."

Financial Consultant at Columbia Federal Savings Bank
in Medford, NY

What do you like about working at Columbia Federal Savings Bank?

"The opportunity to build new business"

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

"Be yourself."

What don't you like about working at Columbia Federal Savings Bank?

"Not enough hours in my work day."

What suggestions do you have for management?

"Open seven days a week."

Financial Consultant at PNC Financial

Please give us a one liner to describe this review.

"Is a good place to start for people without experience."

What do you like about working at PNC Financial?

"To be challenged for business development and company growth."

Financial Consultant at Cambridge Technology Partners
in Boston, MA

Please give us a one liner to describe this review.

"Financial PeopleSoft integrations & financial consulting"

What do you like about working at Cambridge Technology Partners?

"Tremendously intelligent and wonderfully nice workforce. Very collegial."

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

"CTP is out of business"

What don't you like about working at Cambridge Technology Partners?

"Did not pay attention to marketing duties, therefore when the Y2K scare was over (July 1999), business really dried up"

What suggestions do you have for management?

"Marketing and sales effort just didn't exist"

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