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54 Financial Specialist Reviews

Financial Specialists give their job an average rating of 3.9 out of 5.0. The Financial Specialists happiest with their jobs are employed by New York Life Insurance with an average rating of 4.6 while the Financial Specialists least happy with their jobs work for Allstate with an average rating of 3.1.

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Financial Specialist at FACETS
in Alexandria, VA
Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 3 / 5
Support You Get 4 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 3 / 5 Way You Work 4 / 5
Financial Specialist at Bazarclick Services
in Indianapolis, IN

"No one can assure you guaranteed returns for investment in stock and commodity. So, Bazarclick is also not an exception. Their calls have also been negative but in case of such calls, they always tried to recover my losses and then, made me in profitable situation."

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 Specialist at Accountemps
in Atlanta, GA

"Need for improvement. Rate of assignment on a project certainly needs great deal improvement."

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

Financial Specialist Career Rating Comparison

3.9
All Financial Specialists
4.6 Highest Rated Financial Specialists is at New York Life Insurance (1)
3.1 Lowest Rated Financial Specialists is at Allstate (8)
Financial Specialist at PNC Financial
in Mahwah, NJ

"I do enjoy our dedicated commitment to help PNC clients have a complete wealth management experience in order to institutionalize each individual's portfolio, build a true relationship, and inform our clients without adding any pressure to fulfill our deadlines and targeted objective.My only issue with PNC is their approach in handling their incentive plans, and some outdated resources on their computer programs. Some of the platforms offered were often confusing and not user friendly."

Person You Work For 4.3 / 5 People You Work With 4.3 / 5 Work Setting 4.3 / 5
Support You Get 4.3 / 5 Rewards You Receive 4.3 / 5 Growth Opportunities 4.3 / 5
Company Culture 4.3 / 5 Way You Work 4.3 / 5
Financial Specialist at Integral Choice
in Atlanta, GA

Please give us a one liner to describe this review.

"This was a major learning experience for a beginner credit analyst."

What do you like about working at Integral Choice?

"I really enjoy the commission that we received after each profile was finished."

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

"I would advise that they be prepared to work in a fast paced enviroment, with limited supervision and support."

What don't you like about working at Integral Choice?

"The range of freedom and assistance that was delivered from management."

What suggestions do you have for management?

"Listen to the people that work the client profiles and acknowledge the needs of the employees."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4 / 5
Company Culture 5 / 5 Way You Work 4 / 5
Financial Specialist at Robert Half
in Oakbrook Terrace, IL

What do you like about working at Robert Half?

"I like the freedom of consulting work with the stability of a full-time position."

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

"As with all companies to which a person is interviewing, you should focus on your career highlights and be honest of your shortcomings."

What don't you like about working at Robert Half?

"I am not satisfied with my compensation package. I do not feel as if my skills and knowledge are fully appreciated."

What suggestions do you have for management?

"I would advise them to take a more active role in the career paths of their out-of-office consultants."

Person You Work For 4 / 5 People You Work With 5 / 5 Work Setting 3 / 5
Support You Get 4 / 5 Rewards You Receive 2 / 5 Growth Opportunities 1 / 5
Company Culture 3 / 5 Way You Work 4 / 5
Financial Specialist at Summit Credit Union

What do you like about working at Summit Credit Union?

"Collaborative, dynamic, member-focused, fun, progressive, ready for the future, high-expectations"

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

"Really let your best personality traits show through. Talk about what you've done for others and how you've gone above and beyond and incorporate integrity into how you are as a person."

What don't you like about working at Summit Credit Union?

"Can be demanding at times, with a high level of stress, sometimes are forced to deal with all of the mistakes of others and apologizing to people, but still rewarding to turn a situation around."

What suggestions do you have for management?

"I would focus more on staffing and the needs of the branches. There needs to be a little more attention spent on the structure of the branches to best serve the members."

Person You Work For 5 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 3 / 5 Rewards You Receive 4 / 5 Growth Opportunities 5 / 5
Company Culture 4 / 5 Way You Work 4 / 5
Financial Specialist at Wachovia
in Sebring, FL

Please give us a one liner to describe this review.

"This career was very financialy rewarding, but very stressful."

What do you like about working at Wachovia?

"I enjoyed working with the customers the most and the money was quite nice as well."

What don't you like about working at Wachovia?

"This job was a very high stress sales job, when the economy fell it was very difficult to perform my tasks as the community had lost faith in the bank."

What suggestions do you have for management?

"I think the only thing that I could recommend is for the managers to understand that not all employees need to be driven the same way."

Person You Work For 3 / 5 People You Work With 5 / 5 Work Setting 2 / 5
Support You Get 4 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 3 / 5 Way You Work 5 / 5
Financial Specialist at Allstate
in Newport Beach, CA

Please give us a one liner to describe this review.

"Helped Allstate agents increase their production of financial products."

What do you like about working at Allstate?

"Freedom to create your own business and help the agents."

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

"Talk to Allstate agents you will be working with prior to signing on."

What don't you like about working at Allstate?

"Stopped hiring new agents. Agents started to write the business themselves rather then refer it to the financial specialist. This resulted in lower production for the office and myself."

What suggestions do you have for management?

"Make sure Allstate agents understand the value of working with a financial specialist."

Person You Work For 3 / 5 People You Work With 3 / 5 Work Setting 3 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 3 / 5 Way You Work 4 / 5
Financial Specialist at Fujitsu
in San Jose, CA

What do you like about working at Fujitsu?

"They supported their employees very well in the years that I worked their."

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

"Fujitsu was a great company with great benifits, I would love to work there again."

What don't you like about working at Fujitsu?

"Fujitsu split off into several companies and didn't offer the employees a choice of which company to work for."

What suggestions do you have for management?

"I would extend the amount of time that you transfer employees from Fujitsu Ltd. to the individual subs."

Person You Work For 5 / 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 5 / 5
Financial Specialist at Robert Half
in Seattle, WA
Person You Work For 4.7 / 5 People You Work With 4.6 / 5 Work Setting 4.7 / 5
Support You Get 4.5 / 5 Rewards You Receive 4.4 / 5 Growth Opportunities 4.4 / 5
Company Culture 4.5 / 5 Way You Work 4.9 / 5
Financial Specialist at LPL Financial
in Venice, CA
Person You Work For 4 / 5 People You Work With 5 / 5 Work Setting 3 / 5
Support You Get 3.7 / 5 Rewards You Receive 4 / 5 Growth Opportunities 4.1 / 5
Company Culture 2.5 / 5 Way You Work 5 / 5
Financial Specialist at New York Life Insurance
People You Work With 4.8 / 5 Work Setting 4.9 / 5 Support You Get 4.9 / 5
Rewards You Receive 2.9 / 5 Growth Opportunities 4.9 / 5 Company Culture 4.9 / 5
Way You Work 4.9 / 5
Financial Specialist at Accountemps
in Anaheim, CA

Please give us a one liner to describe this review.

"Would not return to work for that company."

Person You Work For 3.1 / 5 People You Work With 3.9 / 5 Work Setting 2.7 / 5
Support You Get 2.6 / 5 Rewards You Receive 1.9 / 5 Growth Opportunities 1.3 / 5
Company Culture 2.6 / 5 Way You Work 3.9 / 5
Financial Specialist at Money Management Int'l
in Phoenix, AZ
Person You Work For 4.8 / 5 People You Work With 4.8 / 5 Work Setting 4.8 / 5
Support You Get 4.8 / 5 Rewards You Receive 1.2 / 5 Growth Opportunities 1.2 / 5
Company Culture 4.8 / 5 Way You Work 4.8 / 5
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