Boston Financial Reviews | Glassdoor

Boston Financial Reviews

Updated April 22, 2017
174 reviews

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Full-time Part-time

3.4
Star Star Star Star Star
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Terry L. Metzger
74 Ratings

174 Employee Reviews

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Pros
Cons
  • This is because the pay is crappy, there's not much room for growth since everyone is 50 (in 5 reviews)

  • Hard to break into the ranks of senior management unless you've worked here 20 (in 8 reviews)

More Pros and Cons

  1. Featured Review

    "Great place for part-time work during college"

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

    I have been working at Boston Financial part-time (More than a year)

    Pros

    Great People, Flexible hours, great for current students

    Cons

    Sedentary work, coffee brewed at the office is pretty terrible

    Boston Financial Response

    Apr 3, 2017 – Human Resources Representative

    Thanks so much for your review. Our Lawrence location is definitely a great location for college students to expand their careers in the financial industry while attending school. We will ... More


  2. "Data Entry"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Data Entry in Boston, MA
    Former Employee - Data Entry in Boston, MA
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Boston Financial part-time (More than a year)

    Pros

    great work culture, coworkers are helpful and motivating

    Cons

    not any as of now

    Boston Financial Response

    Mar 17, 2017 – Human Resources Representative

    Thank you! Your thoughts and kind words are appreciated. We definitely agree that our people are our greatest strengths and we are so glad that you found this to be so.


  3. "Bos"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Mutual Fund Representative in Lawrence, KS
    Current Employee - Mutual Fund Representative in Lawrence, KS
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Boston Financial part-time (More than a year)

    Pros

    Awesome management staff and peer employees

    Cons

    Work is sometimes aimless busywork

    Advice to Management

    Keep up the great work


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. Helpful (2)

    "Extremely depressing"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Rockland, ME
    Former Employee - Anonymous Employee in Rockland, ME
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Boston Financial full-time (Less than a year)

    Pros

    The only pros to this place are the Benefits, pay, and the actual building itself is beautiful, but that still is not enough to keep people around.

    Cons

    People aren't friendly, there is a very robotic type atmosphere, high stress, you can't please management at all, ever, insanely high turnover rate, absolutely no positive reinforcement, they focus solely on what you have done wrong and what you have to improve, constant schedule shifting, condescending and at times very rude management, employees are just a number to them, literally.

    Advice to Management

    Instead of blaming everyone else, let me rephrase that, instead of claiming employees who quit need to take 'personal responsibility' they need to take a better look at themselves. *If your business has such a high turnover rate of employees, there is clearly something internal that needs to be fixed. I'd rather run a company of people who stick around for years giving my company a good name, than have the 'everyone is replaceable' attitude, because honestly, I think this company is running out of people local to this area who'll work for them.


  6. "Positive Enviornment"

    Star Star Star Star Star
    Current Employee - Part Time Mutual Fund Representative in Lawrence, KS
    Current Employee - Part Time Mutual Fund Representative in Lawrence, KS

    I have been working at Boston Financial (Less than a year)

    Pros

    Very flexible hours, easy to work with managers.

    Cons

    Some times work is boring, but still very relaxing enviornment


  7. "It has its pros and cons."

    Star Star Star Star Star
    Current Employee - Senior Client Relations Advisor in Quincy, WA
    Current Employee - Senior Client Relations Advisor in Quincy, WA
    Neutral Outlook
    Approves of CEO

    Pros

    Easy commute for South Shore residents. Good comradery with fellow employees. Ample volunteer opportunities.

    Cons

    Pockets of old school mentality. Hard to break into the ranks of senior management unless you've worked here 20+ years.

    Boston Financial Response

    Mar 16, 2017 – Human Resources Representative

    The commute and camaraderie at Boston Financial are some of the reasons that I love working here too! We appreciate you writing this review and providing your honest feedback. We will be sure to ... More


  8. "A good place to grow skills."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Quincy, MA
    Former Employee - Anonymous Employee in Quincy, MA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Boston Financial full-time (Less than a year)

    Pros

    There is a focus on teamwork, an orderly process to complete work. Also, the company provides ample training and skill-building opportunities for associates so they can be engaged at the job. The people are friendly, helpful, and there are plenty of them to meet.

    Cons

    The workload may become too light in certain parts of the year. Some projects may be put on the backburner and left there for months, if not years, before they are addressed.

    Advice to Management

    Have more resources on hand to help teams catch up on their projects so they can have more time to move forward.


  9. "Good Part-Time Job"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Flex Mutual Fund Representative in Lawrence, KS
    Current Employee - Flex Mutual Fund Representative in Lawrence, KS
    Recommends
    Neutral Outlook

    Pros

    Flexible work schedule.
    You work at your own pace.
    Friendly managers that are willing to help with any questions you have.

    Cons

    Don't get all the hours you are scheduled when they run out of work.

    Boston Financial Response

    Mar 1, 2017 – Human Resources Representative

    Glad to see so many "pros" associated with your job at Boston Financial, particularly the benefits of the flexible work schedule. For our Flex positions in Lawrence, we hire associates with the ... More


  10. "Excellent emloyer, reat benefits, supurb training."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Lead Mutual Fund/Corporate Securities Representative in Kansas City, MO
    Former Employee - Lead Mutual Fund/Corporate Securities Representative in Kansas City, MO
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Boston Financial full-time (More than 8 years)

    Pros

    Boston Financial will give you a thorough and comprehensive paid training program in the mutual fund industry. Be prepared to have a knowledge level commensurate with any registered financial advisor. Employees can take advantae of excellent benefits package including health, vision, dental insurance, 401(k) 2 weeks paid vacation. You can be proud to work for this company.

    Cons

    No licensing is offered or sponsored by the company. This allows the pay rates to be kept relatively low. There are avenues for advancement, but there is an issue with mid-level management being a little clique-ish. Keep track of all your successes and home-runs.

    Advice to Management

    Corporate culture comes from the top. It's the dream plan of how the top executive wants the company to function towards each employee so that people will want to work there. There is a noticable dissconnect at the group manager level regarding culture. If culture is important to the company, midlevel management should agree to keep the stated corporate culture in mind in promotion decisions and employee evaluations.

    Boston Financial Response

    Jan 26, 2017 – Human Resources Representative

    Thank you so much for your kind feedback. We are very pleased to hear that you enjoyed your time working at Boston Financial. We will be sure to share your advice with the Management team and wish ... More


  11. Helpful (1)

    "MF/Corp Sec rep."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Mutual Funds/Corporate Securities Representative in Lawrence, KS
    Current Employee - Mutual Funds/Corporate Securities Representative in Lawrence, KS
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Boston Financial full-time (More than a year)

    Pros

    Great benefits, good people to work with, and friendly management. Some great people work here and they hire competent people.

    Cons

    Lower end compensation, work load can be heavy depending on season. Turnover rate of part time employees can lead to heavy volumes of work and as the new wave is hired can lead to lack of work to be done.

    Advice to Management

    Make sure to provide strong compensation to employees who work hard. Senior staff and upper level full time associates sometimes feel a lack in compensation for the skill set required.

    Boston Financial Response

    Jan 3, 2017 – Human Resources Representative

    Thank you for your feedback; we appreciate your kind words about the terrific people that make Boston Financial successful! Our associates stay with us (on average) for more than 10 years. We believe ... More


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