David Lerner Associates

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11 Employee Reviews (View Most Recent)

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Hard work, a lot of hours, but highly rewarding

Investment Counselor (Current Employee) Syosset, NY

ProsOnce you get your book of business going, the job is very rewarding both monetarily and mentally. You really get peace of mind when you help a client achieve a financial goal. Work at your own pace and set your own hours. The work environment is easy going and fun.

ConsSome negative media lately makes the job tougher than it should be. To be successful, you need to be willing work a 50 hour week at least. It can be difficult to get family time on week days, especially if you have kids.

Advice to Senior ManagementBefore making decisions that affect your producers, ask for their feedback first and take that in to consideration. Don't be afraid to get outside opinions and look outside of the company for talent.

Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

    1 person found this helpful  

    Ok place, but hard to get started, demanding production, with limited productts to offer

    Anonymous Employee (Former Employee) Teaneck, NJ

    I worked at David Lerner Associates

    Pros: decent salary to get you started while trying to build a book… Cons: limited number of products to offer low commission payouts until you're… Advice to Senior Management: get additional products to sell, someone tell David Lerner to stop talking so much.… No, I would not recommend this company to a friend More

    • Culture & Values
    • Senior Management
    • Comp & Benefits

     

    An excellent place to work

    Online Marketing (Current Employee)

    I have been working at David Lerner Associates as a contractor for more than a year

    Pros: The company has a real team feeling. It is family-owned and run and that feeling pervades. Last year… Cons: I don't have any complaints Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More

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