Advisor Group Reviews | Glassdoor

Advisor Group Reviews

Updated March 20, 2019
85 reviews

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4.0
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Advisor Group Chief Executive Officer Jamie Price
Jamie Price
56 Ratings

Employee Reviews

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Pros
Cons
  • "Hard, fast paced and complicated work" (in 3 reviews)

  • "Departments are spread throughout the 4 offices in the country thus limiting your opportunities to advance unless you are willing to relocate" (in 2 reviews)

More Pros and Cons

  1. Featured Review

    Helpful (4)

    "Fantastic company to work for!!!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Compliance Analyst in Phoenix, AZ
    Current Employee - Compliance Analyst in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (More than 5 years)

    Pros

    Amazing work environment, great growth opportunities, and corporate culture. It feels somewhat "family- like", a comfortable, yet very professional culture here.

    Management is very open to your feedback and is attentive to your needs. The work/life balance here is incredible.

    Executive Leadership and CEO are extremely competent and get things done. They listen to employee ideas and opinions while implementing much of what is desired whenever possible.

    The departments work together very well as a team.

    Competitive salaries and benefits.

    I love it here!

    Cons

    Raise the 401k match from its currently level.

    Advice to Management

    Keep up the good work please! (Consider an increase of the 401k match).


  2. "Great growing company to work for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Phoenix, AZ
    Current Employee - Anonymous Employee in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (More than a year)

    Pros

    I've been with Advisor Group for a little over a year, and so far I believe the company offers excellent career pathing opportunities. All management and leadership I've come into contact with are knowledgeable and helpful, and provide excellent guidance for my career development. I feel like what I do every day is vital to the company, not just busy work, which makes coming in and aligning my goals with the leadership team's a lot easier.

    Advisor Group also works hard at fostering a culture of teamwork, and most everyone I've encountered is friendly and pleasant to work with. Management is transparent about the goals of the company and the benefits and PTO are excellent.

    Cons

    Although management is transparent about priorities, they sometimes change quite often and it can be hard to keep track of what is important and what has been pushed to the back burner. We're doing a lot of growing and sometimes it feels like we can't keep up with everything the leadership team is doing to grow the company.

    Advice to Management

    Spend some more resources on training employees, especially those on the front line. I think everyone is happy to be growing, they would just appreciate the time and the resources to help them grow with the company.

  3. Helpful (3)

    "Woodbury Financial Services is the place to work!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Regional Supervision Manager in Oakdale, MN
    Current Employee - Regional Supervision Manager in Oakdale, MN
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (More than 10 years)

    Pros

    Progressive Broker Dealer who values their employees. They promote a healthy work/life balance.

    Cons

    No Cons for working for Advisor Group/Woodbury Financial Services. Friendly people and opportunities for advancement.


  4. Helpful (3)

    "Great company to be a part of - hard work doesn’t go unnoticed"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Advisor Support in Phoenix, AZ
    Current Employee - Advisor Support in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (More than a year)

    Pros

    Fantastic management (I’ve had four bosses here that have been personal/understanding/flexible), Overtime opportunities when hourly, ability to be sponsored for almost any FINRA test imaginable

    Cons

    Sometimes service gets stretched too thin

    Advice to Management

    Working here is great! I’ve witnessed us grow tremendously to the third largest independent broker dealer. Given that—separating ourselves with premium service to advisors needs to be a focal point in upcoming campaigns.


  5. Helpful (1)

    "A challenging and rewarding place to work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Director
    Current Employee - Director
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (Less than a year)

    Pros

    Fair pay, good benefits, good work-life balance, autonomy, community engagement

    Cons

    Large organization, sometimes difficult to find answers or get direction

    Advice to Management

    Flatten the organization and empower managers / department leads to work together across business streams


  6. Helpful (2)

    "Wonderful Place to Work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Supervisor in Phoenix, AZ
    Current Employee - Supervisor in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (Less than a year)

    Pros

    Client Focused, Employee Focus
    Innovative
    Industry Leader
    Great Benefits
    Large number of resources for employees regarding training and development

    Cons

    I do not have any Cons


  7. Helpful (2)

    "Happy to be here!"

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

    I have been working at Advisor Group full-time (Less than a year)

    Pros

    Strong leadership, time off to volunteer and paid sick days, which are key benefits.

    Cons

    Salary is not competitive in the market.

  8. Helpful (2)

    "Terrific place to work!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Regional Supervisor in Phoenix, AZ
    Current Employee - Regional Supervisor in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (Less than a year)

    Pros

    I find that the work I do is meaningful, and clearly connected to the company's goals and priorities. The culture here in Phoenix is great - outstanding balance of high expectations and opportunity with just the right amount of fun as well. It seems like every month there is some sort of social event.

    Cons

    I have yet to identify a real "Con" working at Advisor Group. I was fortunate to have been hired onto an outstanding team led by a great Manager.

    Advice to Management

    Please continue to share business updates, goals and milestones with the field regularly. We are interested in the direction and health of the firm beyond our specific roles.


  9. Helpful (2)

    "Awesome Place To Work At!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Executive Assistant in Phoenix, AZ
    Current Employee - Executive Assistant in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (Less than a year)

    Pros

    The place welcomes you with open arms! They always want your feedback on making things work/run better and smarter. Open door policy with my boss is awesome.

    Cons

    No Cons and that is the truth!


  10. Helpful (3)

    "It beats unemployment"

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

    I have been working at Advisor Group full-time

    Pros

    Job security as the company is largely understaffed.

    Cons

    Lack of sufficient training and little room for advancements.