Invest Financial - Invest Financial - Customer Service Rep | Glassdoor
There are newer employer reviews for Invest Financial
There are newer employer reviews for Invest Financial

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"Invest Financial - Customer Service Rep"

Star Star Star Star Star
  • Work/Life Balance
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Current Employee - Anonymous Employee in Tampa, FL
Current Employee - Anonymous Employee in Tampa, FL
Doesn't Recommend

Pros

Job Stablitity and overall nice people to work with. Nice location and access to work out facilities. Perfect job for a college student to gain experience in the financial services industry.

Cons

Salary extremely low, not much room for advancement - job opportunities seem pretty lateral. Time off policy poor - vacation and sick days alotted are combined.

Advice to Management

Review your salary structure as well as benefit policies. Additionally your leave policies need to be more lenient especially when it comes to needing time of to care for sick dependants.

Other Employee Reviews for Invest Financial

  1. "Great Place to Work"

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

    Pros

    Excellent people, great management, fiduciary responsible, close to the beach, its in Tampa Florida

    Cons

    Not many I can think of, perhaps have a more structured approach for interns

    Advice to Management

    Hire more interns full-time after completion of internship


  2. "finacial adviser"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Neutral Outlook
    No opinion of CEO

    I have been working at Invest Financial full-time (Less than a year)

    Pros

    always available, wonderful adviser conferences, easy to use platform for investments, friendly to top advisers and advisory firms

    Cons

    compliance is becoming more and more difficult to deal with, always adding more restrictions to allowable investment options, makes it difficult to get the job done with so many hoops and jumps to go through

There are newer employer reviews for Invest Financial
There are newer employer reviews for Invest Financial

See Most Recent

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