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134 Financial Consultant Reviews

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Financial Consultant at Charles Schwab
in Annapolis, MD

Please give us a one liner to describe this review.

"I was very fortunate to have the experience of working there."

What do you like about working at Charles Schwab?

"I thoroughly enjoyed managing the client relationships there. Schwab is a great company that is set apart from its competitors with its ethical approach to financial services. Also, they compensate their employees well. If I had stayed, I would have earned over $150k."

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

"Be hungry, professional, and excited about working for a company like Schwab."

What don't you like about working at Charles Schwab?

"N/A"

Financial Consultant at AXA Advisors
in New York, NY

Please give us a one liner to describe this review.

"Management motivation is nearsighted"

What do you like about working at AXA Advisors?

"I worked at AXA in New York not JKJ, howeve the training in financial planning for and advisor is far better than most firms."

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

"If you get place with the right district manager you can definitely enjoy a nice career at AXA"

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

"Direct manager and regional motivation is duplicitous and hypocrit."

What suggestions do you have for management?

"Thank longterm and practice what you preach."

Financial Consultant at Fannie Mae
in Washington, DC

Please give us a one liner to describe this review.

"I was a contractor and not privy to employee meetings."

Financial Consultant at Clark Construction Group
in Bethesda, MD

Please give us a one liner to describe this review.

"As a contractor, I was treated like any other employee."

Financial Consultant at AmeriMerchant
in Valhalla, NY

Please give us a one liner to describe this review.

"The company has folded, how well could you rate it"

What do you like about working at AmeriMerchant?

"The chance to really help businesses with something they needed, get paid for it, and allowed me to really pound away"

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

"Yes, stay away. The company has folded, is under review, and is at a hiring freeze."

What don't you like about working at AmeriMerchant?

"The company was the experiment of its parent company and this too experimental. We were limited in many ways and considered an unwanted step-child."

What suggestions do you have for management?

"Stop trying out new things, allow us to work with things that worked. Do smaller-scale experiments."

Financial Consultant at Morgan Stanley
in Naples, FL

Please give us a one liner to describe this review.

"Honest."

What do you like about working at Morgan Stanley?

"It's a good company, with good money and lots of freedom."

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

"Go for it."

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

"The character of the company changed."

What suggestions do you have for management?

"Be honest with employees."

Financial Consultant at Merrill Lynch

Please give us a one liner to describe this review.

"Weak Comp."

Financial Consultant at Ernst & Young
in New York, NY

Please give us a one liner to describe this review.

"Good start but not for long term."

Financial Consultant at AXA Equitable
in Los Angeles, CA

What do you like about working at AXA Equitable?

"great people"

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

"detached upper management, discontinuous corporate values"

What suggestions do you have for management?

"consistency in mission, much more career development support"

Financial Consultant at Cathay Bank
in Los Angeles, CA

Please give us a one liner to describe this review.

"Chinese speaking bank that needs to be opened to doing business with non-Chinese speaking customers."

Financial Consultant at First Charter Bank
in Pasadena, CA

Please give us a one liner to describe this review.

"better chance to get to know once way of thinking"

What do you like about working at First Charter Bank?

"Flexibility in hours, Independent Broker firms are more lenient, if you don't work and hustle you don't produce the juice to survive."

What don't you like about working at First Charter Bank?

"warm environment. was a great place to work, but I was not fully satisfied."

What suggestions do you have for management?

"the Brokerage firm got shut down a few month after the recession started. For the act of fraud int he company"

Financial Consultant at Primerica
in Houston, TX

Please give us a one liner to describe this review.

"Great opportunity for everyone."

What do you like about working at Primerica?

"The flexibility of hours worked and the friendliness of people who really care about your success."

What don't you like about working at Primerica?

"Nothing."

Financial Consultant at PNC Financial

Please give us a one liner to describe this review.

"interesting"

What do you like about working at PNC Financial?

"People."

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