Working at Invest Financial | Glassdoor

Invest Financial Overview

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Tampa, FL
501 to 1000 employees
Unknown
Subsidiary or Business Segment
Finance
Unknown / Non-Applicable per year
Unknown

Invest Financial Reviews

3.0
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Steve H. Dowden
12 Ratings
  • Helpful (1)

    "Wonderful company to work for."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Registered Sales Assistant in Jacksonville, FL
    Former Employee - Registered Sales Assistant in Jacksonville, FL
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Invest Financial full-time (More than 10 years)

    Pros

    Location of corporate office is located in Tampa, Fl.
    Employees are very caring. Very professional staff.
    Offers get training programs and benefits.

    Cons

    Did not have a bad experience the this company.
    Can not post any cons. Wish they had more work from home positions.

See All 21 Reviews

Invest Financial Interviews

Experience

Experience
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Getting an Interview

Getting an Interview
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Difficulty

3.0
Average

Difficulty

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  1.  

    Sales Assistant Interview

    Anonymous Interview Candidate in Jackson, TN
    Declined Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 3 days. I interviewed at Invest Financial (Jackson, TN) in August 2013.

    Interview

    It first started with one interview by the Sales Assistant I would have replaced. The interview was very laid back and included standard behavioral questions. A few hours after I returned home, I got a call from the Sales Assistant again. She wanted me to come in the next day to be interviewed by her boss (the financial adviser). I returned the next day for another interview with her boss. He had a friend to stop by in his office who also stayed and listened in on the interview. This interview included more behavioral questions but no discussions of compensation/benefits were involved at this point. I was asked to return the following Monday to sit in on the job and to see if I liked it. That Monday the Sales Assistant "tried" showing me how to do the job but was unsuccessful. She had all the forms scattered all over the desk and didn't know what was what. There was financial lingo I didn't understand. A few clients come in throughout the day, and the Sales Assistant didn't have time to show me everything. The next day they had another lady come sit in on the job. The other lady ended up getting the job because I told the Sales Assistant the job was too stressful to not receive benefits and proper compensation.

    Interview Questions

    • If you knew the boss was wrong about something, would you let him know and how would you handle it?
      Tell me about a time you handled an irate customer.
      What did you not like the most about your previous jobs?
      What are your strengths and weaknesses?
      Do you like dogs? (Yes, that was an actual question.)   Answer Question

    Reasons for Declining

    No benefits were offered. Compensation was not enough to pay for the gas needed to get there and back. The job was too stressful and not worth the pay.

See All 2 Interviews

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