Working at Tax & Financial Group | Glassdoor

Tax & Financial Group Overview

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Newport Beach, CA
201 to 500 employees
1970
Company - Private
Finance
$10 to $25 million (USD) per year
Unknown
Welcome to Tax & Financial Group

Tax & Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow ... Read more

Mission: TFG focused on helping you establish the financial security that you need to overcome obstacles allowing you to concentrate on living a value-centered life.
Our mission is to help people use their financial and personal assets to enhance the lives of their families ... Read more

Tax & Financial Group Reviews

3.4
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  • "Good company to start your career in finance"

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Planner in Dana Point, CA
    Former Employee - Financial Planner in Dana Point, CA
    Recommends
    Positive Outlook

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

    Pros

    Learn a lot about insurance, wealth management. You also get in front of a lot of sophisticated clients.

    Cons

    Small firm so not much room to move up.

    Advice to Management

    Provide some type of career trajectory and ability to gain more influence within firm.

See All 23 Reviews

Tax & Financial Group Photos

Tax & Financial Group photo of: Tax & Financial Group Building
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Tax & Financial Group Interviews

Experience

Experience
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Getting an Interview

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  1. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee in Newport Beach, CA
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through a recruiter. The process took 4+ weeks. I interviewed at Tax & Financial Group (Newport Beach, CA) in April 2013.

    Interview

    The hiring and interviewing process was great. All the the department main people where there as you progressed during the interview. I really enjoy that aspect of it. During the compensation meeting they allow you to ask as many questions as you like even if time goes I've at tad.

    Interview Questions

    Negotiation

    It was a long process but they where very transparent about everything. They wanted to ensure that I was the right candidate and that I was sure this was something I wanted to do. This is why there where so many interviews. They were very detailed oriented. The recruiter handled the whole process and set orchestrated everything but the interviews where done by the the people in charge of your training and ultimately you success with the company. They really invest their time.

    Phone interview
    Meeting with CEO
    Detailed Compensation Meeting
    Meeting with Field Director
    Meeting with CEO
    Meeting with Recruiter

See All 2 Interviews

Tax & Financial Group Awards & Accolades

  • Best Places to Work in Orange County (Medium), The OC Register, 2013

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