Invest Financial Reviews

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Recommend to a friend
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Steve H. Dowden
9 Ratings
  • Outstanding and Challenging Work Environment

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Tampa, FL
    Current Employee - Anonymous Employee in Tampa, FL
    Positive Outlook
    Approves of CEO


    INVEST has been an excellent place to work and since my inception of close to 15 years ago has provided bonuses and merit increases year after year without fail to date. Growth is nurtured and encouraged and new opportunities seem to arise each year. INVEST's relationship with three other sister Broker Dealers and its parent company, Jackson National Life, provides further depth to our organization in every aspect. INVEST associates are some of the best that I have ever encountered and turn over rates are extremely low. Overall, a very well established and culturally sound company that I would recommend to anyone seeking a place for a long term career.


    I have no Cons to share.

Invest Financial Interviews

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Interview Experience


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Getting an Interview


Interview Difficulty


Interview Difficulty




    Sales Assistant Interview

    Anonymous Employee in Jackson, TN
    Declined Offer
    Negative Experience
    Average Interview


    I applied online. The process took 3 days. I interviewed at Invest Financial (Jackson, TN) in August 2013.


    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.

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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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