Coghlan Financial Group Reviews

Updated June 5, 2015
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3.4
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J. Graydon Coghlan
4 Ratings

14 Employee Reviews

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  1. Got My Foot In The Door

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Advisor Assistant in San Diego, CA
    Former Employee - Financial Advisor Assistant in San Diego, CA

    I worked at Coghlan Financial Group part-time (Less than a year)

    Pros

    Coghlan Financial is an outstanding company to work for. The knowledge and sales skills I gained in working here have been extremely useful in building my career and in the day-to-day world. I appreciate the hands on approach this firm has in educating employees in retirement planning and giving them a realistic view on what its like if one wants to "make it" as a financial advisor. CFG has helped cultivate me into a person with vigorous sales skills and extensive knowledge in retirement, giving me the upper hand in the competitive world of finance.

    Cons

    Because this job is mostly composed of fast-paced, high volume sales it really isn't a job that everyone can do. If you are tenacious, positive, personable, and like a challenge- this is a good fit for you.

    Advice to Management

    Casual Fridays! Just kidding. I have no advice for management, however, I do want to thank them for the opportunity in working at CFG Wealth Management. As mentioned, I gained valuable skills and knowledge into the financial world. I can attribute part of my success in this industry to what I learned in working at this company.


  2. Helpful (1)

    Up-close look at financial advising

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Advisor Assistant in San Diego, CA
    Former Employee - Financial Advisor Assistant in San Diego, CA

    I worked at Coghlan Financial Group part-time (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Chance to work closely with top executives on financial planning. Would recommend this to anyone interested in becoming a financial advisor down the road. You get ample face time and the ability to ask questions regarding financial planning strategies. Advisor's here seem to truly care about their clients, which is a rarity in this industry. Co-workers seemed willing to help answer all of my questions.

    Cons

    Parking in the garage costs money, so I typically had to park on the street and walk to work. The office is sandwiched between two major freeways so traffic before/after work is tough.

    Advice to Management

    Keep it up! I appreciate the level of care you take when handling your clients savings


  3. Helpful (2)

    Great team to be a part of!

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Executive Assistant in San Diego, CA
    Current Employee - Executive Assistant in San Diego, CA

    I have been working at Coghlan Financial Group full-time (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Flexible scheduling with a friendly work environment. Co-workers are nice and easy to get along with. Family type atmosphere. The location is right across from the Westfield UTC mall. The courtyard is a very nice setting with ponds and waterfalls to eat your lunch by. The CEO is very friendly and tends to take care of his employees more than any other employer I have ever worked for. I am appreciated for my talents and get compensated for my input and efforts. This is the definition of getting out what you put in.

    Cons

    There may be times that you have to stay late, or come in early, but then again, most jobs can say the same. Saturday work is a possibility. Parking can be a real pain, and the traffic coming and going from work can take its toll as well.


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  5. Helpful (2)

    Intern

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Intern in La Jolla, CA
    Current Employee - Intern in La Jolla, CA

    I have been working at Coghlan Financial Group part-time (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Really open and friendly upper management. Have daily meetings with Graydon, the financial advisor here, to discuss any questions/concerns we have for the day. The job is pretty straightforward. Call prospective clients and get them in for a consult. Salary is great for an entry level job. Great for networking and getting your foot in the door if you want to be a financial advisor. Very professional and friendly work staff as well. Lots of bonus opportunities if you can get a high net worth client in, so hard work definitely doesn't go unnoticed!

    Cons

    They want you to work a 20hr/week minimum schedule. Kind of hard to manage if you're a full time student. I'd recommend easing back on classes if you want to work here.

    Advice to Management

    Keep up the great work!


  6. Don't waste your time

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Intern in San Diego, CA
    Former Employee - Intern in San Diego, CA

    I worked at Coghlan Financial Group part-time (Less than a year)

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    Pros

    You get to meet other interns

    Cons

    There is really no training. All you do is cold call all day. The leads are almost impossible to get. Bonus incentives are beyond reachable.

    Advice to Management

    Create a training program for the interns and develop a growth path


  7. Helpful (2)

    This internship prepares you for the financial advising world

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Intern in San Diego, CA
    Current Employee - Intern in San Diego, CA

    I have been working at Coghlan Financial Group part-time (More than a year)

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Greatly increases your interpersonal skills. Prepares you for an advising career by learning how to deal with potential clients The calls are not always easy but it teaches you discipline and calmness when dealing with an upset or dissatisfied person. The financial advising business is conducted mostly through calling, so this is a great way to prepare yourself to speak well and alertly on the phone; you only get one chance to make a good impression on potential clients so you need to learn how to verbalize clearly, to the point, and with confidence. The management is not afraid to explore new marketing techniques and is not afraid to listen to the intern's perspective and new ideas. The hours are very flexible with your school schedule. If you are dedicated and work hard, your loyalty will be rewarded. Possible upward movement if you put in the time. Pays very well for an internship...

    Cons

    Experience is limited to marketing techniques

    Advice to Management

    Integrate teaching investments into this internship, I would love to see an internship where investment and marketing are taught hand in hand.


  8. Helpful (2)

    Well paid internship at a reputable comany

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Retirement Planning Consultant in San Diego, CA
    Current Employee - Retirement Planning Consultant in San Diego, CA

    I have been working at Coghlan Financial Group part-time (More than a year)

    Pros

    Face time is the best tool to utilize here. Here interns get ample opportunity to interact with established and seasoned financial professionals, especially with higher level advisors such as senior VPs and the CEO There is also a good amount of hands on experience in the service side of the financial industry such as seminars and other events in which interns are able to meet both clients and potential clients. Finally the people who work here are great. The employees at the company work well together at all levels which creates a stimulating and cohesive work environment and comraderie.

    Cons

    It can get monotonous because the majority of the work done here by interns is on the phone, though the hours are manageable.

    Advice to Management

    Treat this internship in a way which will incentivize interns to stay long and seek a career in the field of retirement planning.


  9. Nothing special, it's a $14/hr job

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Advisory Intern in San Diego, CA
    Former Employee - Financial Advisory Intern in San Diego, CA

    I worked at Coghlan Financial Group part-time (Less than a year)

    Doesn't Recommend
    Negative Outlook
    Doesn't Recommend
    Negative Outlook

    Pros

    It pays decent for a student/entry position job.

    Cons

    You and a few others work in a backroom with no windows, cold calling for literally from the start of your shift 'til the end.

    Advice to Management

    Get some new numbers to call, change your method entirely, whatever.


  10. Do not waste your time with their "internship", learn absolutely nothing.

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Intern in San Diego, CA
    Former Employee - Intern in San Diego, CA

    I worked at Coghlan Financial Group

    Doesn't Recommend
    Doesn't Recommend

    Pros

    management doesn't really monitor you so its easy to do hw

    Cons

    All they do is have you cold call people who have already been spammed before by past interns . Most of these people are usually pissed off and do not want to talk to you. There are no goals provided and you go uncompensated no matter how hard you work. You may be desperate for internship but do not pursue this as it has gained a bad reputation among other businesses for taking advantage of college students. In my 3 months there I met with management once and it was to reprimand us for not getting enough leads.

    Advice to Management

    Shame on you guys for taking advantage of college students. How about you actually do some teaching instead of playing internet poker in your offices while you have 5 interns cold call potential clients. Idiots.


  11. Helpful (1)

    Internship

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Diego, CA
    Current Employee - Anonymous Employee in San Diego, CA

    I have been working at Coghlan Financial Group

    Recommends
    Recommends

    Pros

    Coghlan provided me with guidance in the service side of the finance industry. This internship isnt for people who are looking to be on the Corporate side. It was 3 months and 15 hours a week, It was flexible with my school schedule they had plenty of computers there so I dont understand what the below post was regarding. Their team was well trained and this is a good beginner internship

    Cons

    It was a lot of calling so that was a drag, but if you want to be in the sevice side you should expect that



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