The Retirement Group Employee Job Reviews in the United States

"I would have rather have made less money and worked less hours"

What do you like about working at The Retirement Group?

"knowledge of learning how the financial markets work at the retirement group"

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

"Make sure you communicate well and be expected to be hit with tough questions on what you would do in a situation"

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

"lots of hours and working longer than I want to"

What suggestions do you have for management?

"You need to spend a few hours a week talking to each and every employee"

"Great way to learn about finance."

What do you like about working at The Retirement Group?

"While working at The Retirement Group I learned a great deal about retirement planning."

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

"I would recommend this company if you are ready to work long hours to be successful."

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

"It was difficult to balance work and family time. They work a lot of hours."

What suggestions do you have for management?

"I would tell the management to progress people through the system faster."

"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."

"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."

"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."

"Provides a very clear path to finding success for your career as an advisor. The education you will receive here will carry you through all aspects of your career and the industry. Fellow trainees are right there with you to push you and keep you going. Having a mentor to guide you to find success you're looking for is invaluable."

"I worked at The Retirement Group for quite a long time in Operations Department. It was a good job. I learned more than I could have imagined while there. It could be stressful at times and the workload could be overwhelming. It is fast paced and there are many needs to fulfill. That is the nature of the business though. Management had high expectations but also educated you on how to be better. The lessons and skills I learned here will follow me throughout my career."

"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."

"I have worked at several companies similar to The Retirement Group. The training I received there, however, was heads above the rest. They truly put the time and effort into each of us to help us be better at our job. The skills I learned there have transferred into my current job and will continue to follow me into other opportunities."

"There is a great opportunity for advisors here. The training program here is the best you will find. While being pushed to improve yourself daily, the challenges you will overcome will help to mold you for the future. You will come out of the other side a better person and a better advisor with an opportunity for a very successful future. It is a great place to be."

"I worked with TRG for 2.5 years before having to move. It was good experience for me. Learned how to utilize different avenues for marketing campaigns across the country. Dealt with vendors to coordinate seminars for advisors. Scheduled and maintained the seminars and the workflow utilized to trigger certain tools to market the seminar. My coworkers were great. The responsibility was too much at times and the stress I felt was quite overwhelming sometimes. All in all it was enjoyable."

"Being an advisor assistant has its ups and downs. It can be time consuming. On the other hand, the experience and the habits I am forming are priceless. My aspirations are to one day be an advisor myself. The things I have learned thus far will serve me well moving forward. It is not always easy and I have had some challenges but this industry isn't always easy."

"In the beginning there is big focus on training. There are many aspects of the position as far as what you could encounter on the phone and how to overcome them. I learned a ton during this time. The position itself is goal driven. You have to meet certain benchmarks on a weekly basis. That is demanding at times but expected. Overall, they prepare you for the work you are expected to perform and those expectations are clear from the beginning."

"Been enjoying my time here. I have the freedom to do my job and have an open forum to make things better. We have the best staff you can ask for. Everyone seems to work for the greater good, meaning we are there to help and make things go smoothly for each other."

"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."