The Retirement Group

The Retirement Group Reviews

38 Reviews
38 Reviews
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John Jastremski
27 Ratings

    Financial/Investment Analyst Intern

    Former Employee - Financial/Investment Analyst in San Diego, CA
    Former Employee - Financial/Investment Analyst in San Diego, CA

    I worked at The Retirement Group as an intern (less than an year)


    I was a Financial/Investment Analyst intern at TRG last quarter of 2013. Some of the pros of working at this firm are:
    -Very practical and hands on. As an intern you will not be getting coffee for the higher ups and stapling their paper work. You will work with actual client portfolios, perform cashflow analysis and asset allocation.
    -Develop professional relationships with Brokers and other Associates within the firm.
    -Learn about portfolio management, research and legal document interpretation.
    -Great support from fellow Interns as well as from management.
    -You will take on a role of a Financial Analyst, Research Analyst, Investment Analyst ... etc. extremely diverse an a well rounded program.

    I am glad I had a chance to learn and work at The Retirement Group. The knowledge I gained here has opened up a lot of doors for me.

    on a side note, all the negative comments are most likely from individuals who do not posses the work ethic required to succeed in this industry.

    -Yuriy C


    No real cons. A lot of work, but that's not really a con.... rather an opportunity to learn.

    Advice to ManagementAdvice

    Keep pushing your interns like you have been doing, It creates strong work ethic.

The Retirement Group Interviews

Updated Dec 4, 2014
Updated Dec 4, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Intern Interview

    Anonymous Interview Candidate in San Diego, CA
    Anonymous Interview Candidate in San Diego, CA
    Application Details

    I applied online – interviewed at The Retirement Group in April 2014.

    Interview Details

    interviewed by a bunch of unpaid interns. what a joke. they make u jump through so many hoops, like a circus monkey. worst experience of my life. worked there for a month unpaid then quit

    Negotiation Details
    no negotiation. they hire you as a paid intern, and then tell you on ur first day of work that they wont pay you for a month.
    Accepted Offer
    Negative Experience
    Difficult Interview

The Retirement Group Awards & Accolades

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Additional Info

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Headquarters San Diego, CA
Size 16 to 50 Employees
Founded Unknown
Type Company - Private
Industry Business Services
Revenue $5 to $10 million (USD) per year
Competitors Unknown

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