Highly Satisfied
Last updated Jan 28 2025
Find out what you should be paid
Use our tool to get a personalized report on your market worth.What's this?
Financial Planner Reviews
What is it like working as a Financial Planner?
August 2022
Fast-paced company, good people, lots of hype.
Financial Planner in Omaha:
Pros: Great stakeholders and partners; great workplace culture
Cons: Decisions are made quickly and consequences are left to the service teams
December 2021
An actually fantastic culture.
Financial Planner in Seattle:
Pros: The culture is what people actually say. It’s fun to come to work. Everyone respects you and wishes for you to do a good job. Any competition is healthy and well spirited.
Cons: Sometimes it feels as thought the culture is leaned on as an excuse to lag behind in benefits and job related aids like technology. People like working here so much that it feels as though Baird higher ups don’t have much pressure to make large strides to make anything better, even though there is always room for improvement.
September 2019
Financial Advisor/ Financial Planner.
Financial Planner in Jacksonville:
Pros: Helping clients, flexibility
Cons: Decision making processes
August 2019
Being active.
Financial Planner in stellenbosch:
Pros: Working with numbers and people
Cons: Driving around to clients
March 2019
Financial Planner in Scottsdale:
Pros: Co-workers
Cons: Technology
February 2018
Financial Planner in Johannesburg:
Love your job .
Be self disciplined.
Be goal driven.
Be a self starter.
Be a time keeper.
Love and care for people.
October 2016
Great.
Financial Planner:
Pros: Hours.
Cons: A lot of computer work.
Financial Planner Job Listings
Featured Content
‹
Remote Work
New research shows how to set pay for remote employees
Gender Pay Gap
New research shows that each woman experiences the disparity of gender pay gap in different ways, depending on her position, age, race and education.
Compensation Best Practices Report
From compensation planning to variable pay to pay equity analysis, we surveyed 4,900+ organizations on how they manage compensation.
Salary Budget Survey Report
See how organizations are shifting their salary budgets this year.
Retention Report
Get strategies you can use to retain top talent and learn how impactful employee retention really is.
Variable Pay Playbook
Before you decide whether variable pay is right for your org, get a deeper understanding of the variable pay options and the cultural impact of pay choices.
›