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123 Financial Services Representative Reviews

Financial Services Representatives give their job an average rating of 3.7 out of 5.0. The Financial Services Representatives happiest with their jobs are employed by MassMutual Financial Group with an average rating of 5.0 while the Financial Services Representatives least happy with their jobs work for Redbox with an average rating of 1.6.

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Financial Services Representative at TD Bank
in Ossining, NY
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 3 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 4 / 5 Way You Work 4 / 5
Financial Services Representative at TD Bank
in Tewksbury, MA
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 2 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Services Representative at E*Trade
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 4 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 2 / 5 Way You Work 4 / 5

Financial Services Representative Career Rating Comparison

3.7
All Financial Services Representatives
5.0 Highest Rated Financial Services Representatives is at MassMutual Financial Group (1)
1.6 Lowest Rated Financial Services Representatives is at Redbox (8)
Financial Services Representative at E*Trade
in Draper, UT
Person You Work For 4 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 2 / 5
Company Culture 3 / 5 Way You Work 5 / 5
Financial Services Representative at Veritex Community Bank
in Irving, TX
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 4 / 5
Support You Get 4 / 5 Rewards You Receive 2 / 5 Growth Opportunities 3 / 5
Company Culture 4 / 5 Way You Work 4 / 5
Financial Services Representative at Millennium 1 Solutions
in Toronto, ON
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 3 / 5
Support You Get 4 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 5 / 5 Way You Work 4 / 5
Financial Services Representative at T. Rowe Price
in Owings Mills, MD
Person You Work For 4 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 4 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 4 / 5 Way You Work 4 / 5
Financial Services Representative at CIBC
in Montreal, WI
Person You Work For 4 / 5 People You Work With 5 / 5 Work Setting 1 / 5
Support You Get 2 / 5 Rewards You Receive 2 / 5 Growth Opportunities 1 / 5
Company Culture 3 / 5 Way You Work 3 / 5
Financial Services Representative at MassMutual Financial Group
in Rockville, MD
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Services Representative at Fidelity Investments
in Greenwood Village, CO

"It's a very every level position and some hand holding does take place. Very planned out days. This is also a good thing as it allows the company to be more efficient. What I love about the job is the license training, ability to advance, and my coworkers."

Person You Work For 4 / 5 People You Work With 4 / 5 Work Setting 5 / 5
Support You Get 4 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 3 / 5
Financial Services Representative at University of Pennsylvania
in Philadelphia, PA

"I love providing a service to the community. Knowing that I have assisted a patient with a billing issue and provided them with a peace of mind is rewarding to me."

Person You Work For 4 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 3 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Services Representative at Fidelity Investments
in Merrimack, NH

"Love great opportunities to educate a lot of people on just how important investing can be. Hate The fact that that type of education doesn't present itself often enough. Most work is mundane, routine, repetitive. Also, there's been too much emphasis away from helping the customer with their actual need and towards finding the unstated need (aka, sale opportunity)."

Person You Work For 3 / 5 People You Work With 5 / 5 Work Setting 3 / 5
Support You Get 3 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 3 / 5 Way You Work 2 / 5
Financial Services Representative at Reliable Credit Association
in Federal Way, WA

"I love my job in the sense that it is challenging, there are multiple task and each day it is something new. I would like to move up the chain, and become a loan officer, then assistant but my job is demanding which is a comfortable element to be in for me."

Person You Work For 2.3 / 5 People You Work With 2.3 / 5 Work Setting 2.3 / 5
Support You Get 2.3 / 5 Rewards You Receive 2.3 / 5 Growth Opportunities 2.3 / 5
Company Culture 2.3 / 5 Way You Work 2.3 / 5
Financial Services Representative at Fidelity Investments
in Jacksonville, FL

What do you like about working at Fidelity Investments?

"Great benefits. They paid for my health membership. Young workforce."

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

"Be customer oriented. Show what you can do for the customer and have examples of how you have done it in the past."

What don't you like about working at Fidelity Investments?

"Taking calls one right after another with no break day can make a person go nuts. Spacing out the calls a little bit would have been appreciated. Also didn't like having my breaks and lunches mandatory at certain times, if I wanted to take lunch or a break at a different time it was like pulling teeth to make it happen alot of times."

What suggestions do you have for management?

"Less literal games and more professional speak. They had a lot of events that were mandatory to attend during the workday that involved basketball hoops and jeapordy games. I'm wasn't at work to play games and it wasn't enjoyable rather a bit insulting to say the least. I would also recognize people for their 1 year and on anniversary with the company with a gift and acknowledgment for their work. I did not feel acknowledged for my time and service to the company over 4 years. That's the first thing I noticed and something that made me want to leave."

Person You Work For 2 / 5 People You Work With 5 / 5 Work Setting 4 / 5
Support You Get 4 / 5 Rewards You Receive 4 / 5 Growth Opportunities 1 / 5
Company Culture 3 / 5 Way You Work 1 / 5
Financial Services Representative at Bank of America
in Plano, TX

Please give us a one liner to describe this review.

"Excellent learning experience, little room to move even vertically."

What do you like about working at Bank of America?

"Co-workers and ability to resolve customer issues, amount of training provided."

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

"BOA enjoys upbeat, smiling faces as their landscape. Be professional, happy and eager."

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

"Inability to move about the company, even laterally, not enough challenges."

What suggestions do you have for management?

"Let your employees grow, even if it means trying and failing, but let them grow."

Person You Work For 5 / 5 People You Work With 3 / 5 Work Setting 3 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 2 / 5
Company Culture 3 / 5 Way You Work 4 / 5
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