Invest Financial Reviews | Glassdoor

Invest Financial Reviews

Updated January 18, 2017
20 reviews

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Full-time Part-time

3.0
Star Star Star Star Star
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Steve H. Dowden
11 Ratings

20 Employee Reviews

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  1. "Wonderful company to work for."

    Star Star Star Star Star
    • 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.


  2. "A great experience until New Management."

    Star Star Star Star Star
    • 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


  3. Helpful (2)

    "Outstanding and Challenging Work Environment"

    Star Star Star Star Star
    • 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.


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


  5. "Solid and Consistent for Hard Workers"

    Star Star Star Star Star
    • 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.


  6. "Great Place to Work!!"

    Star Star Star Star Star
    • 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.


  7. "Absolutely Love My Job!"

    Star Star Star Star Star
    • 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!


  8. Helpful (2)

    "Horrible, if you are in your tight state of mind stay away!!!"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Assistant in Tampa, FL
    Current Employee - Assistant in Tampa, FL
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I have been working at Invest Financial full-time (More than 3 years)

    Pros

    Amazing coworkers, nice walking trail, great prime location, with a lot of great restaurants, mall across the street, a steady paycheck, very nice security guard, nothing else

    Cons

    This company is full of uneducated managers, the only thing these managers know how to is micro manage. Management need training on how to do their jobs effectively, starting from the CEO down. Compensation is garbage, very low pay raises, if you have a family this is not the company for you! If you are looking for an internship, then this may be the company for you. I do not recommend this company to no one!

    Advice to Management

    Please acknowledge your employees and what is going on. Things aren't looking good employment wise and Invest is being seeing as a horrible company to work for by other broker dealers. Turnovers will continue if management keep acting like arrogant jerks.


  9. Helpful (2)

    "Get in, get your Series 7, and GET OUT"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Drone in Tampa, FL
    Current Employee - Drone in Tampa, FL
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

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

    Pros

    The company will sponsor anyone for a Series 7 license

    Cons

    Lowest paying company in the finance industry.

    Advice to Management

    INVEST Financial is the lowest paying financial institution in the St Pete/Tampa area. Unlike most other super low paying companies, this company is somehow thriving. If they weren’t so greedy, they could easily pay more respectable salaries and stay within their budget. However, the upper management here sincerely believes that people show up to work for reasons other than to receive a paycheck. Managers here often say that the employees don’t need to be paid fairly because they are at INVEST for “opportunity for growth,” “love of the game,” “self-fulfillment,” and other such nonsense.

    Unfortunately, you’ll find no fulfillment being constantly micromanaged and only being assigned menial tasks. For example, it isn’t uncommon for a rookie employee to be assigned to spell-check and write emails for their manager. Most management here is can't spell, and grammar mistakes run rampant in company-wide email. In addition, you’ll find that most of the management here either doesn’t have the proper FINRA licenses to hold their position, or have lovely glamour shots on all the mugshot websites.

    What does this all mean? It means that the managers here can never get hired anywhere else, which of course means that you can never be promoted to management. Even if there was any room for growth here, the maximum pay increase on any promotion is 10% of your wimpy salary. This is soul crushing because if you work here, then you’re only making peanuts, and 10% of peanuts is still only peanuts.

    The only good thing about this goofy place is that they will sponsor ANYONE for a Series 7 license and pay for the books. Once you get your Series 7, you can walk out the door the very next day with absolutely no penalties. You owe it to yourself and your family to get paid what you are worth, so get your Series 7 and go apply to USAA, Raymond James, Merrill Lynch, Franklin Templeton, JW Cole, Transamerica, NY Life, TRowe Price, or any company in the area that respects their employees enough to pay livable wages.
    So get in, get your Series 7, and GET OUT!


  10. Helpful (1)

    "Trapped"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Zombie in Tampa, FL
    Former Employee - Zombie in Tampa, FL
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I worked at Invest Financial full-time (More than a year)

    Pros

    steady paycheck, decent benefits, decent commute

    Cons

    management has its own agenda---forget about advancing your career.

    Advice to Management

    People talk to each other--word gets around---you can't fool them with a pizza party


  11. "We wont be laying off..... Said no one ever!"

    Star Star Star Star Star
    • 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
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

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

    Pros

    Prime Location, great facility, great co-workers.

    Cons

    Low pay, benefits (time off), no room for growth, horrible management group starting with the CEO

    Advice to Management

    Learn to acknowledge your employees and treat them like adults and not your children, would be nice to get a hello from the CEO from time to time. Management needs training on how to manage in this company and to learn what their employees do. Also, the pay is very low compared to other broker dealers around town, time off, if you enjoy having sick days and vacation days combined into one, this is a company for you. Not for me!.


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