16 Investment Specialist Reviews
Investment Specialists give their job an average rating of 4.2 out of 5.0. The Investment Specialists happiest with their jobs are employed by National Securities Corp. with an average rating of 4.8 while the Investment Specialists least happy with their jobs work for Edward Jones with an average rating of 3.1.
Submit a ReviewWhat do you like about working at Edward Jones?
"I like the pay. I also like how my boss is relaxed and lenient about time off requests. I like using my brain and problem solving. I like helping people"
Do you have any tips for others interviewing with this company?
"Be sure you really want to spend all your time sitting in an office before you do this."
What don't you like about working at Edward Jones?
"I don't like the work. I don't like sitting in and office all day. I don't like being cooped up inside. I don't like working in the financial industry. I don't like not doing something creative and tangible. I need my work to be meaningful and worthwhile"
What suggestions do you have for management?
"I'm not sure I would do anything differently. The culture is good, and the firm is on the right track."
What do you like about working at National Securities Corp.?
"You work for yourself and that allows you to control your own destiny."
Do you have any tips for others interviewing with this company?
"Just be themselves and focus on their strengths and understand that there is a lot of competition with the economy being what it is."
What don't you like about working at National Securities Corp.?
"I wanted to try something different than the daily grind, but I have no complaints."
What suggestions do you have for management?
"I dont really they were a great group of guys."
Please give us a one liner to describe this review.
"I very much enjoy the work I do, and the opportunity to help others."
What do you like about working at Coldwell Banker?
"As a commissioned sales broker, I set my own hours, priorities, clients and compensation."
Do you have any tips for others interviewing with this company?
"You should be a self-starter and able to work independently."
What don't you like about working at Coldwell Banker?
"Miss the office interaction with co-workers a bit, although we do have occasional meetings."
What suggestions do you have for management?
"Coldwell Banker is well run and our brokerage management is attuned to the needs of the experienced, 21st century agent."
Investment Specialist Career Rating Comparison
Please give us a one liner to describe this review.
"Banc of America Investment Services is an OK employer."
Please give us a one liner to describe this review.
"Great investments for the investor, not so great for those behind the scenes."
What do you like about working at The Vanguard Group?
"Gave me sales experience after college and helped me better understand consultative sales model."
What don't you like about working at The Vanguard Group?
"Salary was not nearly as good as industry competitors. Working in a call center can get repetitive and frankly dull. No compensation for exemplary performance. Glass ceiling for advancement (at least at the Charlotte location), management was in complete disconnect with employees. From a sales perspective, they are about 3 or 4 years in terms of getting new business and attracting people compared to everyone else they compete with. In general really disagree with how they run their business and feel they are confused on if they want to be a low cost sales company or quality service."
What suggestions do you have for management?
"Listen to employees before making sweeping decisions to change workflow and how we do business. Implementing new roles with little or no training time beforehand made us look bad with clients. Also, consider better pay and less of a babysitter or leash mentality. A happy worker does well. No one likes to feel every move they make or word they say is going to be criticized. Getting things done was WAY too micromanaged and basically felt like employees have lack of empowerment."
Please give us a one liner to describe this review.
"It was such a good experience working with clients as Retirement Specialist using all my securities license"
What do you like about working at Charles Schwab?
"Wonderful experience working with customers, giving investment advice. Good training for investment consultants."
What don't you like about working at Charles Schwab?
"compensation and bonus could be better"
What do you like about working at INTRUST Bank?
"I enjoy my position and working with numbers"
What don't you like about working at INTRUST Bank?
"Hard for career advancement/low pay compared to other companies"
What suggestions do you have for management?
"Management is great"
Please give us a one liner to describe this review.
"Company is going to die."
What do you like about working at Bank of America?
"Not much."
Do you have any tips for others interviewing with this company?
"Run away."
What don't you like about working at Bank of America?
"Management incompetence."
What suggestions do you have for management?
"Replace them."
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