Invest Financial Reviews | Glassdoor

Invest Financial Reviews

Updated August 27, 2017
22 reviews

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3.1
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Steve H. Dowden
12 Ratings

22 Employee Reviews

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  1. "Registered Sales Assistant"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I have been working at Invest Financial full-time

    Pros

    Knowledgeable back office and wonderful benefits.

    Cons

    Merit pay for annual increases.


  2. "Not what I signed up for..."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I worked at Invest Financial full-time

    Pros

    Has decent pay and benefits.

    Cons

    The work turned out to be different than what was discussed in the interview and job description. Roughly a third of the job duties were related to the job posting. Hierarchy was not determined by experience or qualifications. Employees who go above and beyond and work harder than their seniors are unappreciated and unrewarded.

    Advice to Management

    Be transparent with candidates regarding the responsibilities of the job and what is expected. HR needs to be more involved, company culture is being affected by favoritism. Make sure to reward those who work hard for your company and not those who just warm their seats.

  3. Helpful (1)

    "Wonderful company to work for."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Registered Sales Assistant in Jacksonville, FL
    Former Employee - Registered Sales Assistant in Jacksonville, FL
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Invest Financial full-time (More than 10 years)

    Pros

    Location of corporate office is located in Tampa, Fl.
    Employees are very caring. Very professional staff.
    Offers get training programs and benefits.

    Cons

    Did not have a bad experience the this company.
    Can not post any cons. Wish they had more work from home positions.


  4. "A great experience until New Management."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Coordinator in Tampa, FL
    Former Employee - Coordinator in Tampa, FL
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Invest Financial (More than 5 years)

    Pros

    Great medical benefits 401k and possible bonus. Also paid time off

    Cons

    Workload is not evenly distribute among departments and poor training on new procedures


  5. "Great Place to Work"

    StarStarStarStarStar
    • 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


  6. Helpful (2)

    "Outstanding and Challenging Work Environment"

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

    Pros

    INVEST has been an excellent place to work and since my inception of close to 15 years ago has provided bonuses and merit increases year after year without fail to date. Growth is nurtured and encouraged and new opportunities seem to arise each year. INVEST's relationship with three other sister Broker Dealers and its parent company, Jackson National Life, provides further depth to our organization in every aspect. INVEST associates are some of the best that I have ever encountered and turn over rates are extremely low. Overall, a very well established and culturally sound company that I would recommend to anyone seeking a place for a long term career.

    Cons

    I have no Cons to share.


  7. "finacial adviser"

    StarStarStarStarStar
    • 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

  8. "Solid and Consistent for Hard Workers"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Back Office in Tampa, FL
    Current Employee - Back Office in Tampa, FL
    Recommends
    Positive Outlook

    I have been working at Invest Financial full-time (More than 10 years)

    Pros

    I have worked for INVEST over 15 years. I have never been more challenged or learned as much as I have here. If you are a hard worker and take ownership of your area of responsibility, you will be rewarded. Excellent benefits, great total compensation package between payroll, bonuses, profit sharing and 401K match. Top notch. The Employee Action Committee is very engaged and raises a lot of funds and merchandise for local charities.

    Cons

    Not a fair question for me as I love my job and the opportunities I have been given in the past years.

    Advice to Management

    Keep looking for ways to recruit individuals who are not only smart but who can adapt to our high standards of customer service.


  9. "Great Place to Work!!"

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

    I have been working at Invest Financial full-time (More than 10 years)

    Pros

    Working at INVEST is great, my co-workers are wonderful, the compensation is fair and the benefits are awesome. Based on my experience, the people who work hard and want to be promoted are promoted. Communication from CEO and Senior Management is clear and consistent.

    I believe and most of my co-workers also believe this is a great place to work. I can point to all of the employees who recommend INVEST to their friends and family.

    Cons

    Based on my experience, I can say that I would not have any areas that need to be improved at INVEST.

    Advice to Management

    Continue communicating the vision for INVEST and how each department and employee helps achieve that vision.


  10. "Absolutely Love My Job!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - I Work In One of the Busiest Departmenrs In This Company in Tampa, FL
    Current Employee - I Work In One of the Busiest Departmenrs In This Company in Tampa, FL
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    I've worked for this company now for over 13 years. Their management team is top notch. My manager does not micro-manage as long as I give an honest full days work. I truly feel like I contribute to the team, and they appreciate it. The Benefits are fantastic as well as the bonus plan.

    Cons

    I honestly don't have any to speak of.

    Advice to Management

    Keep up the good work!


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