25 Investment Advisor Reviews

Investment Advisor at Prudential

Please give us a one liner to describe this review.

"Good company , good people."

What do you like about working at Prudential?

"Autonomy in building my financial planning practice."

What don't you like about working at Prudential?

"Cold calling (telephone)."

What suggestions do you have for management?

"Focus more on financial planning and less transactional selling of securities. The sell cycle will be longer but you will sell more."

Investment Advisor at Prudential

Please give us a one liner to describe this review.

"Great job and work place."

What do you like about working at Prudential?

"The opportunity to meet and help clients with financial needs."

What suggestions do you have for management?

"Great job."

Investment Advisor at Wells Fargo

Please give us a one liner to describe this review.

"Wells Fargo showed me how to implement a sales process."

What do you like about working at Wells Fargo?

"Wells Fargo had an outstanding reputation."

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

"Be ready to be professional, hard-working, and be willing to go the extra mile to learn."

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

"Wells Fargo did not pay their employees enough."

Investment Advisor at John Hancock Financial

Please give us a one liner to describe this review.

"John Hancock is a great company"

What do you like about working at John Hancock Financial?

"I was the top investment advisor in Ca. and John Hancock was a great company to work for."

What don't you like about working at John Hancock Financial?

"Strong support system."

Investment Advisor at American Express

Please give us a one liner to describe this review.

"Totally focused on insurance, but is trying to develop securities business."

What do you like about working at American Express?

"Many products to meet client needs."

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

"Be prepared to dimension past successes."

What don't you like about working at American Express?

"No support from agency office personnel."

What suggestions do you have for management?

"Provide better support for investment sales personnel."

Investment Advisor at Raymond James Financial

Please give us a one liner to describe this review.

"Great place."