Financial Advisor Reviews - Page 2

4.1
(134)
Highly Satisfied
Last updated Jan 24 2025
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Financial Advisor Reviews

What is it like working as a Financial Advisor?

May 2021
Horrible place.
Financial Advisor in Staten Island:
Pros: Flexibility, I come and go as I please
Cons: Extremely organized and inefficient. Constant poor management decisions. Place is completely upside down. Your key to success at this company is knowing the right people, NOT your actual value.
May 2021
My firm was the gold standard in banking when I first joined.
Financial Advisor in Hendersonville:
Pros: Flexibility in conducting business.
Cons: Lower production payout grid than other firms. Lower retirement payout than other firms. New cost cutting measures reducing overall compensation. This now happens annually and compensation plans never get better, only worse each year.
September 2020
Best Job In The World.
Financial Advisor in Wichita:
Pros: Flexibility to help real people.
Cons: When the stock market has a significant decline.
August 2020
Great metropolitan setting with ample opportunities.
Financial Advisor in Cape Town:
Pros: Everything is in close proximity to where you work.
Cons: Parking is limited.
August 2020
Hybrid advice for people just starting to save for Retirement.
Financial Advisor in Dallas:
Pros: Connecting with and helping people
Cons: My role changed significantly without any input from me
July 2020
Consistently Busy.
Financial Advisor in Baxter:
Pros: Helping patients with their medical bills through programs and plans
Cons: The high need for everyone to reach out to me. You never seem to catch up on work.
April 2020
Professionals stay away.
Financial Advisor in Seattle:
Pros: They pay pretty well
Cons: I hate myself and everyone I work with. I am no longer a professional. I am paid to drink and sell JPM’s KoolAid

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