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Working at The Retirement Group in San Diego, CA: 16 Employee Job Reviews by Real Employee working in San Diego, CA Area

Browse The Retirement Group Reviews by Job Title →

On average, employees in San Diego, CA at The Retirement Group give their company a 4.3 rating out of 5.0 based on 16, whereas overall Average Rating of The Retirement Group is 4.5 out of 5.0 based on 35 The Retirement Group Review Ratings. The happiest The Retirement Group employees in San Diego, CA are Associate Accountants submitting an average rating of 5.0.

63%
31%
6%
0%
0%
4.5
Average Rating
(based on 35 The Retirement Group Review Ratings)

Ratings by Category

Company Culture
4.4
Growth Opportunities
4.4
People You Work With
4.7
Person You Work For
4.7
Rewards You Receive
4.3
Support You Get
4.6
Way You Work
4.6
Work Setting
4.3
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"I worked with TRG for three years and, for me, it was a good experience. It wasn't always great, but what job is. The coworkers I had were fantastic and management was supportive and understanding. I learned some valuable lessons while there, being it was my first job out of college. We had lunch brought in from time to time. Work load was heavy sometimes and it could get stressful. Overall it was good experience."
Posted 6 years ago in Houston, TX

Working at The Retirement Group in San Diego, CA: 16 Employee Reviews

Financial Advising Assistant

"The Retirement Group has always been a good place to work."

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 3 / 5
Administrative Assistant

"I’ve worked for The Retirement Group since 2018 and was excited to grow with the company but due to covid my hours have unfortunately been cut. I’m so disappointed I couldn’t keep working full time."

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

"Great company and work environment."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Associate Account Manager

"Nice work culture. Team support. Helpful nature of top management."

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

"I love the company's work culture, team management, top management support, and more."

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

"It had been a year to being part of the retirement group and I would like to share you all that companies policies are awesome. Team management, workflow, team support, etc."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Associate Account Manager

"Good work culture and team management. Supportive environment."

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

"I really appreciate the team support, management, culture, and motivated 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 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Associate Accountant

"Great Place For 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 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Assistant Accountant

"In my short time at TRG I am learning new aspects of the company as I settle myself in the company. I am learning the different areas of how this company functions due to everyone working together to make TRG one. I am looking forward in learning more in different areas of the company and also in mine."

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 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Advisor Trainee

"First 2-3 years: difficult, long days and underpaid. Years 3+: flexible schedule, rewarding to help people and make a great living (almost feel overpaid). Must work very hard and be persistent for the first few years with the long term career in perspective. Great support and culture. Unlimited income potential, partnership opportunities are wide open, and can work from anywhere."

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

"Been here for 7 years now. I very much enjoy what I do here. Helping our clients through life changing situations and providing the service they chose us for is important to me. Everyone here is working towards the same goals. We have a good time working together. Typically have lunches brought in and celebrate birthdays and anniversaries. There are long hours sometimes and the occasional Saturday. Like any other job there are its ups and downs. Overall a great place to work."

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

"I worked at The Retirement Group for several months. I was training to become a financial advisor. I worked with Jesse Reinle and Erik Larsen. Jesse Reinle was very motivated and fun to work with. Erik was our supervisor and was very helpful whenever I had a question. I became a specialist in the Merck company plans. I would have continued my career there if I hadn't moved."

Person You Work For 4 / 5 People You Work With 3 / 5 Work Setting 4 / 5
Support You Get 4 / 5 Rewards You Receive 4 / 5 Growth Opportunities 5 / 5
Company Culture 2 / 5 Way You Work 4 / 5
Financial Analyst

"I began working with The Retirement Group in 2013. I started off working on the cash flow analysis for existing clients and stress testing client portfolios. The second part of my job consisted of working with Michael Lee the financial advisor working with ATT and PG&E clients. He showed how to plan for retirement taking into their company specific benefits. I helped prepare for seminars by researching the changes to the plans."

Person You Work For 5 / 5 People You Work With 3 / 5 Work Setting 3 / 5
Support You Get 2 / 5 Rewards You Receive 2 / 5 Growth Opportunities 2 / 5
Company Culture 2 / 5 Way You Work 5 / 5
Intern

"I was given a lot of different tasks but it was a great experience."

What do you like about working at The Retirement Group?

"I loved being able to interact with the higher-ups and being able to gain experiences that way."

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

"Come prepared. If you don't know what the company goals are then you have already have dug your own grave."

What don't you like about working at The Retirement Group?

"It was long hours, didn't really get a balance within my personal life and it was super stressful at times."

What suggestions do you have for management?

"I suggest that they take the time to listen to feedback from their interns and employees alike to allow some collaboration."

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