Capital Financial Group

  www.capitalfinancialgroup.net
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Capital Financial Group Reviews

Updated May 15, 2014
Updated May 15, 2014
4 Reviews

2.8
4 Reviews

Recommend to a friend
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Tim Sinks
0 Ratings

Employee Reviews

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  1.  

    Awesome Internship

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee  in  Chattanooga, TN
    Former Employee - Anonymous Employee in Chattanooga, TN

    Pros

    It was an awesome experience. I was given the chance to see the day to day life of a financial adviser. During my internship i wasn't treated like just another inter being made to only make cold calls or fill out paper work, but rather I was treated just like a FA. Having the opportunity to sit in meetings and tag along with a FA to meet clients.
    CFG also worked very closely with me on my class schedule.
    You will see "the good, the bad, and the ugly" of the industry.
    Loved the people i worked with.

    Cons

    Their wasn't really any sons for the internship. The only con i can speak of is at the end of the day your still nothing more than an insurance sells man in that industry.

    Advice to ManagementAdvice

    Don't change anything about the program.

    Recommends
    Positive Outlook
    No opinion of CEO
  2.  

    Great for newbies, but not for experienced advisors

    Former Employee - Financial Advisor  in  Nashville, TN
    Former Employee - Financial Advisor in Nashville, TN

    Pros

    Office space makes great first impression
    Benefits package includes company funded pension plan, 401k plan

    Cons

    If you come to CFG with a successful career in financial services, the culture of the firm will still require you to work with a sales manager who is programmed to help you manage your practice the same way they manage a brand new adviser with no experience.

  3.  

    Better fit the mold

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Advisor  in  Brentwood, TN
    Former Employee - Financial Advisor in Brentwood, TN

    Pros

    A great team to work with, back office support is top notch with underwriting and compliance. Probably one of the best in the business.

    Cons

    Little things fall through the cracks often from sales management, If you don't fit the mold they want they will bring you on in hopes that you change. Hard place to work with if you are established advisor

    Advice to ManagementAdvice

    recruit to your strenghts, don't try to change an advisors established business. Could be better

    Recommends
    Positive Outlook
    No opinion of CEO
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  5.  

    Not many opportunities

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    Pros

    Good management at least in the Brentwood office

    Cons

    Not focused on a clear goal

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