World Financial Group Career Overview | Glassdoor

World Financial Group Overview

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Duluth, GA
201 to 500 employees
2001
Subsidiary or Business Segment
Investment Banking & Asset Management
$50 to $100 million (USD) per year
Unknown

World Financial Group Reviews

3.8
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Joe DiPaola
182 Ratings
  • Helpful (1)

    "Growth, no glass ceiling, potential opportunity, but not for employee minded."

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Associate in New York, NY
    Former Employee - Associate in New York, NY
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at World Financial Group full-time (More than 3 years)

    Pros

    The company has a great mission, and a good plan.
    Their mission is to make wealth strategies and financial services to everyone.
    The company knows their challenges: Middle income families; working class people, are uneducated in finances. Because of this, middle income clients take longer to make good financial decisions.
    This company solves that problem by providing financial seminars and workshops to the community before marketing is products and services.
    This way the advisers save lots of time on pursuing potential clients who will not do any business. You will learn a lot about personal finances, investments. the longer you stick around the more you will learn.

    Cons

    This is an entrepreneurial opportunity. You have to be self motivated. As with every business there are too many uneducated potential clients who will drain your time and energy. Most advisers want to save the world and help everyone who needs it, but this is a for profit company and you get paid for providing services, opening accounts, etc. If you are not reading, developing yourself as a leader; you will not grow here.

    Advice to Management

    I believe management do great job in motivating, training, and developing their teams. Many of them are leaders, but I will advise not to recruit just any person, many people joining their team would just make everyone waste their time, they were not entrepreneurs, and they build a bad reputation of this company because they go and talk negative things about it, but is usually them that are negative, hopeless, and just plain and simple lazy.
    Also I would advise to define the type of people they train, again many trainees make their leaders waste time. and sometimes management focus on some people who are not doing anything instead of those who are committed, have high work ethic, and have good attitudes.

See All 458 Reviews

World Financial Group Interviews

Experience

Experience
43%
22%
35%

Getting an Interview

Getting an Interview
29%
26%
23%
14
5
3

Difficulty

1.7
Average

Difficulty

Hard
Average
Easy
  1.  

    Team Member Interview

    Anonymous Interview Candidate
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    The process took 4+ weeks. I interviewed at World Financial Group.

    Interview

    Fairly simple interview, be warned that they aren't really hiring you for a normal hourly paid or salaried position, it's more of a commission based job. They should have been more upfront about that fact.

    Interview Questions

See All 107 Interviews

World Financial Group Awards & Accolades

  • Best Employers for Latinos to Work For in the West, Latinos For Hire, 2012

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