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30+ days ago

Associate Financial Advisor

1st Global Los Angeles, CA

Conduct client discovery, implementation and review meetings with skill and professionalism Partner with the Director in preparing financial plans… Ivy Exec


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19 Reviews
2.3
19 Reviews
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Stephen A Batman
14 Ratings
  1. 2 people found this helpful  

    Long term employee driven out by useless management.

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at 1st Global full-time (more than 10 years)

    Pros

    Decent health insurance, tons of company functions, good PTO

    Cons

    Pro-Penson atmosphere in Operations. Senior manager has no use for you if you didn't work at Penson.

    Advice to ManagementAdvice

    I was a long-term 10+ year employee. I was always a hard worker and led my department for years but I knew the writing was on the wall when the company hired a Senior Operations manager who HATES Operations. God forbid you have a question, he looks at you like you're a moron. Never has anybody's back. I can't even guess at how many excellent employees with YEARS of experience left because of this man. Then, to make things worse he hired an underling who he worked with at Penson. She is next to useless. Never made the effort to learn anything about the departments that report to her. Once I realized she would NEVER pick up the slack and actually HELP when there was overflow, I had to leave. I can't do your job for you and get paid half of what you make and you're a terrible manager. Whatever you do, if you are an Operations person do NOT work here. You will be undervalued..

    Doesn't Recommend
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