Invest Financial Reviews

15 Reviews
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Steve H. Dowden
8 Ratings
  • Solid and Consistent for Hard Workers

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Back Office in Tampa, FL
    Current Employee - Back Office in Tampa, FL

    I have been working at Invest Financial full-time (more than 10 years)


    I have worked for INVEST over 15 years. I have never been more challenged or learned as much as I have here. If you are a hard worker and take ownership of your area of responsibility, you will be rewarded. Excellent benefits, great total compensation package between payroll, bonuses, profit sharing and 401K match. Top notch. The Employee Action Committee is very engaged and raises a lot of funds and merchandise for local charities.


    Not a fair question for me as I love my job and the opportunities I have been given in the past years.

    Advice to ManagementAdvice

    Keep looking for ways to recruit individuals who are not only smart but who can adapt to our high standards of customer service.

    Positive Outlook

Invest Financial Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Sales Assistant Interview

    Anonymous Employee in Jackson, TN
    Anonymous Employee in Jackson, TN
    Application Details

    I applied online. The process took 3 daysinterviewed at Invest Financial in August 2013.

    Interview Details

    It first started with one interview by the Sales Assistant I would have replaced. The interview was very laid back and included standard behavioral questions. A few hours after I returned home, I got a call from the Sales Assistant again. She wanted me to come in the next day to be interviewed by her boss (the financial adviser). I returned the next day for another interview with her boss. He had a friend to stop by in his office who also stayed and listened in on the interview. This interview included more behavioral questions but no discussions of compensation/benefits were involved at this point. I was asked to return the following Monday to sit in on the job and to see if I liked it. That Monday the Sales Assistant "tried" showing me how to do the job but was unsuccessful. She had all the forms scattered all over the desk and didn't know what was what. There was financial lingo I didn't understand. A few clients come in throughout the day, and the Sales Assistant didn't have time to show me everything. The next day they had another lady come sit in on the job. The other lady ended up getting the job because I told the Sales Assistant the job was too stressful to not receive benefits and proper compensation.

    Interview Questions
    • If you knew the boss was wrong about something, would you let him know and how would you handle it?
      Tell me about a time you handled an irate customer.
      What did you not like the most about your previous jobs?
      What are your strengths and weaknesses?
      Do you like dogs? (Yes, that was an actual question.)
      Answer Question
    Reasons for Declining

    No benefits were offered. Compensation was not enough to pay for the gas needed to get there and back. The job was too stressful and not worth the pay.

    Declined Offer
    Negative Experience
    Average Interview

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Additional Info

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Headquarters Tampa, FL
Size 500 to 999 Employees
Founded Unknown
Type Subsidiary or Business Segment
Industry Finance
Revenue Unknown / Non-Applicable per year
Competitors Unknown

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