INVESTools Reviews

Updated Jun 8, 2017

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2.7
44%
Recommend to a Friend
23%
Approve of CEO
INVESTools Director, Treasurer, Vice President Paul Helbing (no image)
Paul Helbing
3 Ratings
  1. "Great Environment"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
     
    Recommends
    Neutral Outlook
    No opinion of CEO

    I worked at INVESTools

    Pros

    Great work environment that provides several career opportunities

    Cons

    Outlook of where Investools will be in five to ten years is uncertain

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  2. "Support"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee 
    Recommends
    Neutral Outlook
    Disapproves of CEO

    I have been working at INVESTools full-time

    Pros

    Team allowed a quarterly bonus

    Cons

    There is currently an corporate takeover


  3. Helpful (3)

    "A living hell on earth"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Investment Coach 
    Doesn't Recommend

    I worked at INVESTools

    Pros

    There is literally nothing good that I can say about that hell hole, thank God I am gone.

    Cons

    Where does one start when a company is so rotten and awful it destroys the spirits of its employees and truly leaves the world a worse place for everyone involved? Oh and by the way - customers are being completely scammed and it is WELL KNOWN among employees. But hey, keep "believing" because you know how well wishful thinking works...

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  4. "Too affected by the share price of TD Ameritrade"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Team Manager in Draper, UT
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at INVESTools full-time for more than 10 years

    Pros

    Good benefits and decent compensation. If you get on the right team or in with the right people, advancement is possible if you work hard and show results.

    Cons

    If you don't get on the right team or in with the right people, you're sunk and will be stuck doing what you're doing there until you move to another company or you're laid off when TD Ameritrade misses earnings by a penny per share. Management doesn't know what they're doing and expect employees to work extended hours (60-80 weeks were not unusual) to make up for their inefficiencies.

  5. "Education Counselor"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Educational Counselor in Draper, UT
    Neutral Outlook

    I worked at INVESTools full-time for more than 5 years

    Pros

    They do offer great 401k matchingm, health benefits, yearly top sales rep can earn a year end bonus, and no ceiling on compensation for bonus.

    Cons

    Rapid change. Most of the time it hurts the sales people, even though there is good opportunity to make some good money, it takes a long time to get there.

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  6. "Client Services"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Anonymous Employee 
    Doesn't Recommend
    Neutral Outlook

    I worked at INVESTools full-time

    Pros

    The benefits were awesome. Never had to work overtime much.

    Cons

    They didnt have much of a vision for the future of the company.

  7. Helpful (2)

    "Stay Away"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Educational Counselor in Draper, UT
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I have been working at INVESTools for more than a year

    Pros

    Nothing really besides popcorn Wednesday

    Cons

    Revolving door, they hire and fire. Management should train but it's easier to do nothing and then they just fire people

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  8. Helpful (2)

    "Education Counselor"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Education Counselor in Draper, UT
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at INVESTools full-time for more than 3 years

    Pros

    There is enough oxygen in the building that you wont die and the temperature in the building is fairly constant.

    Cons

    Even though I made good money there the environment is no terrible for the producers and the company lies to your face to get you to come on board. Those that remain suffer from Stockholm syndrome. Investools was about to BKO and was bought by TD Ameritrade Holding Corp. They forgot to get rid of the managers and management style that was running Investools into the ground in the first place

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  9. Helpful (4)

    "Investment Coach"

    2.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Investment Coach in Draper, UT
    Doesn't Recommend
    Neutral Outlook

    I worked at INVESTools

    Pros

    Get to meet new people and help with trading ideas. Helped get past limitations that prevented them from being profitable.

    Cons

    The training department is micro managed. This creates an uncomfortable work environment. There is little vertical opportunity for growth in the company.

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  10. Helpful (1)

    "Look Elsewhere"

    1.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Education Counselor in Draper, UT
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I have been working at INVESTools full-time for more than 3 years

    Pros

    I can't really think of any pros to working for this company other then some of the people are very nice

    Cons

    The commission structure is terrible, you are treated very poorly by management, they would rather fire people then coach them.

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