11 Investment Representative Reviews
Investment Representatives give their job an average rating of 3.9 out of 5.0. The Investment Representatives happiest with their jobs are employed by Fidelity Investments with an average rating of 4.3 while the Investment Representatives least happy with their jobs work for Victory Capital Management with an average rating of 3.0.
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Please give us a one liner to describe this review.
"This was a great teaching firm."
Please give us a one liner to describe this review.
"DON'T DO IT, UNLESS YOU ARE A BORN SALESPERSON."
What do you like about working at Edward Jones?
"Managing my own business!"
Do you have any tips for others interviewing with this company?
"The interviews are easy. It's just a bunch of dorks who want to tell you how much money they make."
What don't you like about working at Edward Jones?
"Everything else, but mostly the hype about being a family. I drank the Kool Aid and thought that they cared whether I was successful. When I needed help I was told to churn accounts to make my numbers. Then had a $32MM business ripped from me, even though I grew my assets under care 25% the previous three months. I just could not get people to move off their assets to make the sales numbers."
What suggestions do you have for management?
"When I requested a discussion with the Senior level person, the 26 year old, who had never been in the field told me that was not possible. I also asked about taking my experience and moving to the home office and she told me that I had to line up and apply just like any ol' candidate. I was treated very poorly and my U4 report was harshly worded, and inaccurate."
Please give us a one liner to describe this review.
"Pretty good."
What do you like about working at Citibank?
"Excellent company and nice people."
What don't you like about working at Citibank?
"Show more loyalty to hard working employees."
What suggestions do you have for management?
"Promote from within and realize we all make mistakes."
What do you like about working at Edward Jones?
"Flexibility to create own schedule."
Do you have any tips for others interviewing with this company?
"Be prepared for continuous rejection."
What don't you like about working at Edward Jones?
"It was hard to build clients by only cold calling."
Please give us a one liner to describe this review.
"Not my cup of tea, because you need to be a good sales person. People who are good at power selling may be an excellent fit for this job."
What do you like about working at Edward Jones?
"I like the flexible schedule."
What don't you like about working at Edward Jones?
"I did not like having to power sell."
What suggestions do you have for management?
"Management was good."
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