Highly Satisfied
Last updated Jan 04 2025
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Financial Advisor Reviews
What is it like working as a Financial Advisor?
February 2015
Only for those with no experience.
Financial Advisor:
LEAN PROCESS has distroyed the sales division. You cannot conduct outbound sales that involves giving real financial advice and paperwork over the phone when you have 15 mins for each customer.
February 2015
It's fairly rewarding.
Financial Advisor:
Pros: Helping clients meet their life goals.
Cons: The constant changes in compensation structure.
November 2014
Financial Advisor:
You need to be willing to work harder than everybody else.
January 2014
Financial Advisor:
Pros: Work with coustumers help them to became their dreams Come true.
Cons: Thé pay, Pression on sales, stress.
November 2013
Rewarding
Financial Advisor:
Pros: Meeting and building relationships with people
Cons: Service work, I don't think I get paid enough for the amount of service I put in. This time could be put to use elsewhere, for example bringing in new business.
November 2013
Demanding, multi-tasking high sales job
Financial Advisor:
Pros: The chance to help people improve their financial situation.
Cons: As I get better at my job, I'm farther away from people that need help and dealing with more affluent customers that are often too suspicious to even accept any advice or suggestions I make to improve their financial situation.
September 2013
arrogant management resulting in a toxic environment
Financial Advisor:
Pros: I like the fact that there is always work to do.
Cons: Infantile, unskilled and fishy staff and management
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