H.D. Vest Reviews

Updated July 28, 2015
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3.7
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Recommend to a friend
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Roger C. Ochs
17 Ratings

28 Employee Reviews

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  1. AML Compliance Analyst

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

    I worked at H.D. Vest

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

    Pros

    Very cohesive unit Strong Management

    Cons

    Do Right and Kill Everything


  2. Awesome company

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Treasury in Irving, TX
    Former Employee - Treasury in Irving, TX

    I worked at H.D. Vest full-time (More than a year)

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

    Pros

    I thoroughly enjoyed working with this company and I still use many of the skills I learned here with my current position. The company has a family environment that I absolutely love!

    Cons

    It is very hard to move up in this company. They are not very big on hiring from within.

    Advice to Management

    Invest in your employees, we work very hard with very little reward.


  3. Financial Advisor Non-CPA

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

    I worked at H.D. Vest

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

    Pros

    Great in house support, and complete flexibility.

    Cons

    If not a CPA or have a large book of business, it's hard to get traction with an unknown brand name. Payouts aren't great until you generate significant business.

    Advice to Management

    Keep going in same direction, and focus on adding more modern tools and utilities.


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  5. General support consultant

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

    I have been working at H.D. Vest full-time

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

    Pros

    The medical benefits are pretty great, PTO is unrivaled, possible overtime for hourly employees. The company is headed towards modernizing the traditional workplace.

    Cons

    There is constant change in tools and programming, more so than what is typical. High stress position, handling problems, issues, and upset clients and FAs.

    Advice to Management

    Maintain a full staff.


  6. Great place to get experience

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

    I have been working at H.D. Vest full-time (More than 10 years)

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Friendly culture, great Advisors, unique and client-centric service model

    Cons

    limited career paths, limited development opportunities


  7. Awesome place to start in finance.

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

    I have been working at H.D. Vest full-time

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    The financial training you will get is very valuable. People go here to learn the industry and then typically leave at some point, particularly young people apply to work here and then leave within a year or two. People do stay for careers, but the upward mobility is very limited as the company is over-saturated with managers.

    Cons

    The pay is not always up to industry standards. It's not unreasonably bad, but it could definitely be better. Management probably thinks they can get away with it because the bar for entry is set lower and the training is more comprehensive than most other independent brokerage firms (and they would be right). But in truth the company does suffer as management has done a very poor job in recognizing talent and compensating people appropriately before they walk out the door.

    Advice to Management

    The salary needs to be, at minimum, competitive with industry standards. Also, less closed-door decisions and more open communication about decisions for the company. There is a pattern of management leaping into things they don't understand without involving employees who actually know what they are doing.


  8. anonymous

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

    I have been working at H.D. Vest (More than 3 years)

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

    Pros

    Great place to start a career, decent benefits, lots of PTO, flexible work hours

    Cons

    Low to average industry pay

    Advice to Management

    Pay competitive salaries


  9. Satisfied

    • Work/Life Balance
    • Culture & Values
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at H.D. Vest full-time (Less than a year)

    Recommends
    Recommends

    Pros

    Great Atmosphere and friendly employees

    Cons

    Wish I were a permanent employee


  10. Great company to get started

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Retirement Plan Specialist in Irving, TX
    Former Employee - Retirement Plan Specialist in Irving, TX

    I worked at H.D. Vest

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

    Pros

    -Great atmosphere! -You have the opportunity to learn all aspects of financial planning -This company is big of education and designations

    Cons

    Not much room for growth


  11. Contractor

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

    I worked at H.D. Vest

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

    Pros

    Good friendly people. Many have been there for over 10 years.

    Cons

    Evveryone has an agenda and communication is poor between departments



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