Creative Financial Group

www.creativefinancialgroup.com
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Creative Financial Group Reviews

Updated July 24, 2015
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2.8
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Gary Daniels
7 Ratings

9 Employee Reviews

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  1. Great Internship

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

    I worked at Creative Financial Group

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

    Pros

    Great environment to learn and work

    Cons

    Work load can pile up, but it's not necessarily a bad thing


  2. Ready set, do it all yourself.

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

    I worked at Creative Financial Group full-time (Less than a year)

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

    Pros

    High income potential. If you have an extensive personal network (read not right out of college) you can be successful.

    Cons

    There is very little admin and management support. You also are an island until you are very successful and then everyone wants to help you so they can get a piece of your business.

    Advice to Management

    Step up and do mor than just look for your next class of advisors.


  3. Good place to work and people are very friendly.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Human Resources Manager in Newtown Square, PA
    Former Employee - Human Resources Manager in Newtown Square, PA

    I worked at Creative Financial Group full-time (More than 3 years)

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

    Pros

    Great balance between work life and family life

    Cons

    Salary not competitive in the industry


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  5. Management needs new direction

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Marketing Associate in Newtown Square, PA
    Former Employee - Marketing Associate in Newtown Square, PA

    I worked at Creative Financial Group full-time (More than a year)

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Decent people skills gained that are usable in everyday situations

    Cons

    Management does not pay attention to the young FA's well enough

    Advice to Management

    Pay more attention to the younger FA's instead of personal interests


  6. CFG is a great family to be a part of.

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

    I worked at Creative Financial Group full-time (More than a year)

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    CFG has a great core group of leaders who are truly working "for the people".

    Cons

    There did not seem to be much of a career path if you were not an agent.


  7. Great place to work if you have a good natural market and good work ethic.

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Marketing Associate in Newtown Square, PA
    Former Employee - Marketing Associate in Newtown Square, PA

    I worked at Creative Financial Group

    Doesn't Recommend
    Approves of CEO
    Doesn't Recommend
    Approves of CEO

    Pros

    If you have a lot of affulent people in your close circle that you are comfortable soliciting you can make a lot of money at a very young age at CFG

    Cons

    If you don't have a good natural market you will be paired up with a senior planner who will abuse your natural market for everything it's worth and once there is nothing left leave you to fend for yourself. Very misleading hiring process in the sense of compensation, benefits, quotas, and requriements.

    Advice to Management

    Be more selective on people you hire, as it reflects on the ability or inabiltiy of the services provided.


  8. Don't even bother

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Marketing Associate in Newtown Square, PA
    Former Employee - Marketing Associate in Newtown Square, PA

    I worked at Creative Financial Group

    Doesn't Recommend
    Disapproves of CEO
    Doesn't Recommend
    Disapproves of CEO

    Pros

    Honestly, above being a place to get your securities and insurance licenses, I can't think of anything else to put. After that, move on.

    Cons

    Those licenses? You pay for them. And you pay for the use of your computer in your cubicle. And you pay for your cubicle. And you pay for marketing materials...All while being on a 3 year draw that guarantees you $850 every two weeks noo matter how much you sell. If you are lucky you will be a lackey for a senior producer, then you get to work over 60 hours a week, including saturdays, making cold calls all day and night in the hope for 5% of some case...IF they want to give it to you. But mostly, your job is to sell everyone you know and love as much life insurance as possible. Do your own research into this firm then look elsewhere. You won't learn a thing about running a business or giving financial advice.

    Advice to Management

    While it is most certainly a sales position, focus more on developing the financial advice aspect on the position. If you did that, the young associates would develop and get better at their jobs, and more people would stay with CFG. You would waste a lot less time and money


  9. Great place to work, but its not for everyone.

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Registered Representative in Newtown Square, PA
    Current Employee - Registered Representative in Newtown Square, PA

    I have been working at Creative Financial Group

    Recommends
    Recommends

    Pros

    Great place to work, easy going people create a friendly environment to work in. Senior Partners help the younger guys and girls get their feet wet. An easy place to succeed if you really put the time in. The training and support you get at CFG are second to none in the industry.

    Cons

    Like any sales job there are the stresses of making money. There are a lot of instances, especially early on when you are going to be out on appointments at night and even sometimes on the weekend.

    Advice to Management

    Stay more organized and stick to just managing the people underneath you. If you want to be a producer then be a producer. If you want to be a manager then be a manager, its one or the other.


  10. depends what you are looking for

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor
    Current Employee - Financial Advisor

    I have been working at Creative Financial Group

    Doesn't Recommend
    Disapproves of CEO
    Doesn't Recommend
    Disapproves of CEO

    Pros

    Income Unlimited Many people who can help close very large cases Ability to learn to work with the affluent marketplace

    Cons

    Management is sub-par Young advisors get lost in the shuffle Insurance based solutions

    Advice to Management

    seriously evaluate the management in place, and what benefit they bring other than recruiting. The firm is geared towards the top producers and they are missing the developing advisors.



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