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9 Investment Consultant Reviews

Investment Consultants give their job an average rating of 3.7 out of 5.0. The Investment Consultants happiest with their jobs are employed by BNP Paribas with an average rating of 4.4 while the Investment Consultants least happy with their jobs work for TD Ameritrade with an average rating of 2.4.

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Investment Consultant at Cape Securities
in New York City, NY

What do you like about working at Cape Securities?

"I really like how Cape Securities inc. conducts everyday business and what they stand for as a company. I am very pleased with their back Office operations which provide assistance to all Cape representatives and I am especially pleased with corporate (Cape Securities inc., - Head quarters)."

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

"I would advise others to work directly with Cape Securities Inc. (The parent company) and not to interview with anyone at the satellite office in midtown in which I currently work out of."

What don't you like about working at Cape Securities?

"The satellite office I work out of is unsatisfactory in terms of how management operates business and the how the overall work environment is situated."

What suggestions do you have for management?

"They should either resign or attend continuing education classes focusing on how to internally grow a successful business."

Person You Work For 1 / 5 People You Work With 1 / 5 Work Setting 1 / 5
Support You Get 2 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 2 / 5 Way You Work 4 / 5
Investment Consultant at BNP Paribas
in Italy, TX

What do you like about working at BNP Paribas?

"it is possible to learn many things, the company is big and safe."

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

"yes. must be honest and sincerely, and ask to do a great career!"

What don't you like about working at BNP Paribas?

"It would have more careers opportunity, more training occasions to grow up."

What suggestions do you have for management?

"More training, more incentives, better management of human resources can do the difference."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 4 / 5 Rewards You Receive 4 / 5 Growth Opportunities 3 / 5
Company Culture 4 / 5 Way You Work 5 / 5
Investment Consultant at TD Ameritrade
in East Islip, NY

What do you like about working at TD Ameritrade?

"meeting lots of interesting new peopleresearchinganalyzing the market"

What don't you like about working at TD Ameritrade?

"cold callingbusiness developmentbeing micro-managed"

What suggestions do you have for management?

"trust your staffprovide seasoned professionals with autonomy and flexibility"

Person You Work For 1 / 5 People You Work With 4 / 5 Work Setting 3 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 1 / 5 Way You Work 1 / 5

Investment Consultant Career Rating Comparison

3.7
All Investment Consultants
4.4 Highest Rated Investment Consultants is at BNP Paribas (1)
2.4 Lowest Rated Investment Consultants is at TD Ameritrade (8)
Investment Consultant at TIAA-CREF
in Denver, CO
Person You Work For 4.8 / 5 People You Work With 3.1 / 5 Work Setting 4.9 / 5
Support You Get 4.9 / 5 Rewards You Receive 2.9 / 5 Growth Opportunities 4 / 5
Company Culture 3.9 / 5 Way You Work 3.9 / 5
Investment Consultant at Wells Fargo
in Burlingame, CA

What do you like about working at Wells Fargo?

"I liked the opportunity for growth in the company."

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

"Wells Fargo is a great company to work for."

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

"Sales goals are aggressive, and it can be stressful at times."

Investment Consultant at Wells Fargo
in Boise, ID

Please give us a one liner to describe this review.

"Wells Fargo is a great company."

Investment Consultant at CitiGroup
in New York, NY

Please give us a one liner to describe this review.

"Not a well managed business unit despite the opportunity initially presented to me."

What do you like about working at CitiGroup?

"Working with branch banking personnel."

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

"Be very careful."

What don't you like about working at CitiGroup?

"Very self interest oriented - what is in it for me"

What suggestions do you have for management?

"Either do it right or don't do it at all."

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