12 Employee Reviews (View Most Recent)

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Hard work, a lot of hours, but highly rewarding

  • Comp & Benefits
  • Work/Life Balance
  • Senior Management
  • Culture & Values
  • Career Opportunities
Current Employee - Investment Counselor  in  Syosset, NY
Current Employee - Investment Counselor in Syosset, NY

I have been working at David Lerner Associates full-time for more than 5 years

Pros

Once 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.

Cons

Some 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 ManagementAdvice

Before 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.

Recommends
Positive Outlook

Other Reviews for David Lerner Associates

  1. 1 person found this helpful  

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

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Anonymous Employee  in  Teaneck, NJ
    Former Employee - Anonymous Employee in Teaneck, NJ

    I worked at David Lerner Associates

    Pros

    decent salary to get you started while trying to build a book of business, ok training to send you out to pound the pavement

    Cons

    limited number of products to offer
    low commission payouts until you're amongst the top production levels,
    misleading statements by top management

    Advice to ManagementAdvice

    get additional products to sell, someone tell David Lerner to stop talking so much. Monday morning meetings go on too long with little or no new information to often.

    Doesn't Recommend
  2.  

    An excellent place to work

    • Comp & Benefits
    • Senior Management
    • Culture & Values
    Current Employee - Online Marketing
    Current Employee - Online Marketing

    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 (2011) they won an award for being the 6th best place to work in NY State. That's not too shabby!

    Cons

    I don't have any complaints

    Recommends
    Positive Outlook
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