INVESTools Reviews | Glassdoor

INVESTools Reviews

Updated May 19, 2017
18 reviews

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Full-time Part-time

2.7
Star Star Star Star Star
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Approve of CEO
INVESTools Director, Treasurer, Vice President Paul Helbing
Paul Helbing
2 Ratings

18 Employee Reviews

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  1. "Education Counselor"

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

    I worked at INVESTools full-time (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.

    Advice to Management

    let your sales people focus on sales and not on admin work.


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

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

    I worked at INVESTools full-time (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.


  3. Helpful (2)

    "Stay Away"

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

    I have been working at INVESTools (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

    Advice to Management

    Stop messing with people's life with promises and provide some training and help, most of us could really use it.


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  5. Helpful (2)

    "Education Counselor"

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

    I worked at INVESTools full-time (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

    Advice to Management

    The only ones your fooling are yourselves. Unless you make some smart moves that company is doomed


  6. Helpful (4)

    "Investment Coach"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Coach in Draper, UT
    Former Employee - Investment Coach in Draper, UT
    Doesn't Recommend
    Neutral Outlook

    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.

    Advice to Management

    Provide an environment that is not so restrictive. Allow coaches to do their job. Open up opportunities to move vertically


  7. Helpful (1)

    "Look Elsewhere"

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

    I have been working at INVESTools full-time (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.

    Advice to Management

    Start treating people like they matter instead of just forcing people out the door, there is a lot of great talent there.


  8. Helpful (1)

    "Education Counselor"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Education Counselor in Draper, UT
    Current Employee - Education Counselor in Draper, UT
    Recommends
    Negative Outlook
    Approves of CEO

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

    Pros

    Competitive Pay and ability to make 6 figure income. Great benefits. Good work environment. Great investment education that you can use while working there.

    Cons

    Comp changes every quarter to make it harder to hit targets. Turn over rate on the sales floor is very high. More work and hard work doesn't equal more pay. You can be managed out if you do not have a good quarter in sales. No continued sales training available.

    Advice to Management

    Balance the pay and compensation plan for all sales employees to be on an even field. The top few people make all the money, while others work very hard to make 1/4 of these top folks.


  9. Helpful (3)

    "Sinking ship???"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Client Services in Draper, UT
    Current Employee - Client Services in Draper, UT
    Doesn't Recommend
    Negative Outlook

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

    Pros

    Client Services is a good team

    Cons

    So many cuts (budget, bonus, employee), wonder if company is tanking?


  10. "Great job, great people, good experience."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Director Compliance in Draper, UT
    Former Employee - Director Compliance in Draper, UT
    Recommends
    Negative Outlook
    Approves of CEO

    I worked at INVESTools full-time (More than 5 years)

    Pros

    Compensation, peers, work/life balance, work environment

    Cons

    Not a lot of career growth opportunities in my field.


  11. "Fast paced, friendly work environment"

    Star Star Star Star Star
    Former Employee - Senior Principal Software Engineer in Palo Alto, CA
    Former Employee - Senior Principal Software Engineer in Palo Alto, CA

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

    Pros

    Great team, fast paced exciting work.

    Cons

    Not really. Too frequent releases which at sometimes seemed to be non productive


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