Financial Advisor Assistant Reviews

3.7
(36)
Highly Satisfied
Last updated Jan 11 2025
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Financial Advisor Assistant Reviews

What is it like working as a Financial Advisor Assistant?

July 2021
Extremely rewarding and room for growth.
Financial Advisor Assistant in Mt. Pleasant:
Pros: The flexibility, helping people, planning events, getting to know the clients on a personal level, the room for growth.
Cons: Sometimes it can be a tad boring or tedious
January 2021
Great place to work.
Financial Advisor Assistant in Denver:
Pros: My manager trusts and believes in me. If i need something from him i can count on him.
Cons: They need to hire more people for the call center so we can focus on our work and the phones have plenty of coverage
December 2019
Relative cheap cost of living outside of city in suburbs.
Financial Advisor Assistant in Columbia:
Pros: Lots to do downtown as well as suburbs. Lake Murray is backyard. The Mountains 1.5 hr one way the ocean 1.5 hr the other. Charlotte 1.5 north.
Cons: Low cost of living equals low wages. Bad public trans. & little parking. Downtown is crammed in relatively same area as UofSC Cola campus.
November 2018
It's costly and difficult.
Financial Advisor Assistant in Illovo:
Pros: Being in the office.
Cons: Travelling and not many surrounding shops
March 2015
Financial Advisor Assistant:
Pros: Great atmosphere and enjoy helping people.

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