The Retirement Group Reviews | Glassdoor

The Retirement Group Reviews

Updated December 15, 2017
43 reviews

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3.6
StarStarStarStarStar
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John Jastremski
35 Ratings

43 Employee Reviews

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Pros
Cons
  • I didn't like the long hours or the commute (in 10 reviews)

  • Requires quite a lot of work for an intern (in 4 reviews)

More Pros and Cons

  1. "Solid company dealing with growing pains"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - IT Specialist in Los Angeles, CA
    Former Employee - IT Specialist in Los Angeles, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at The Retirement Group full-time (More than a year)

    Pros

    Worked in IT and it was a good job opportunity. Great culture there and the staff was friendly. The company is growing and has had some issues "rowing the boat the same way and communicating direction. Been quite a bit of turnover lately. Overall it is a great company that will find itself over time.

    Cons

    Miscommunication, lack of direction, unorganized


  2. "The ceiling is high if you put the work in"

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

    I worked at The Retirement Group full-time (More than 3 years)

    Pros

    1. Unlimited growth potential
    2. The business model is one of a kind
    3. Separation from competition, provides services that truly bring an immense value to clients
    4. Back office support is truly amazing.
    5. The place to be to build a book.

    Cons

    1. Takes time to learn model and put plan together
    2. Requires lots of hours worked I the beginning
    3. No room for flexibility when it comes to the system in place.

    Advice to Management

    Continue to look for ways to be better and adapt to the ever changing environment. Grear opportunity.

  3. "All around fantastic company to work for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor Trainee in Dallas, TX
    Current Employee - Financial Advisor Trainee in Dallas, TX
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at The Retirement Group full-time (More than a year)

    Pros

    Provides a very clear path to finding success for your career as an advisor. The education you will receive here will carry you through all aspects of your career and the industry. Fellow trainees are right there with you to push you and keep you going. Having a mentor to guide you to find success you're looking for is invaluable.

    Cons

    Lots of hours and hard work. Lots of studying. Office drama can be distracting.


  4. "Decent company but could be better"

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

    Pros

    Lots of great people working there. The company does seem to care about their employees but felt like they were going through some growing pains at the time. I saw a ton of potential there but need to get on the same page.

    Cons

    Felt as though everyone was focused on different goals. Organization was lacking. Get the wrinkles ironed out before implementing ideas.

    Advice to Management

    Great culture there but needs some fine tuning.


  5. "Could be a great company but not equipped for growth"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Operations Specialist in Saint Louis, MO
    Current Employee - Operations Specialist in Saint Louis, MO
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at The Retirement Group full-time (More than 5 years)

    Pros

    Being in the operations side of the company, I deal with clients and advisors regularly. Everyone has great things to say about TRG. The staff here is fantastic and the client always comes first. TRG is poised for growth but just not ready. Benefits are good and future could be bright.

    Cons

    IT is being moved around, the call center has had some turnover, HR had some issues. Again, good company but needs to iron out the wrinkles soon. Growing pains no doubt but the changes also affect staff that have been here for quite some time.

    Advice to Management

    Continue to grow but ensure everyone rows the boat the same.


  6. "All to make a dollar"

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

    I worked at The Retirement Group full-time

    Pros

    Food catered once a week, friendly co-workers.

    Cons

    A CEO who is a professional salesman who will sell you ideas to have you do what he wants before he "changes his mind" That mixed with low pay and extreme expectations.

    I was barely able to work 90 days for insurance eligibility before being told by my manager of his decision change and that my last day would be on a Thursday. I was contacted on Friday by accounting and told that I no call, no showed and effectively had resigned by doing this in an attempt to make me ineligible for unemployment benefits.

    What appeared to be an amicable separation

    Advice to Management

    Get your stories straight.


  7. "All to make a dollar"

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

    I worked at The Retirement Group full-time

    Pros

    Food catered once a week, Friendly co-workers

    Cons

    I fell for the sales pitch in the interview process agreeing to the low pay. Was told there would be opportunity to advance by the CEO who later I was told "changed his mind"

    I was told by my manager Thursday would be my last day and that I was welcome to return in possibly January after business normally picks back up from the slow holiday season. I then was messaged Friday and accused of no call no showing to attempt to make me ineligible for unemployment.

    This all after barely making 90 days and the company having to start paying their share of benefits.

    Advice to Management

    Get your stories straight

  8. "Broker trainee"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Broker Trainee in San Diego, CA
    Current Employee - Broker Trainee in San Diego, CA
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I have been working at The Retirement Group full-time (More than a year)

    Pros

    The CEO does teach you a lot about the business, unfortunately, his ego is too big for the company.

    Cons

    All of the positive reviews on here are not written by the staff, no one is happy working here.
    Long hours, very very low pay for the industry.
    You must be prepared to be degraded, humiliated and treated poorly.
    All of the great changes are slowly going back to the way the way it was when I started.
    They love to create issues and have you against each other
    We all laughed while reading these positive reviews on how great it is to work here and how all the brokers are happy

    Advice to Management

    Treat your staff with respect, pay them proper rates and we will begin writing positive reviews


  9. "Director"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Director in San Diego, CA
    Current Employee - Director in San Diego, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at The Retirement Group full-time (Less than a year)

    Pros

    Awesome people, able to communicate effectively with their employees and colleagues
    making positive changes
    open door policy
    willing to work and help you be successful

    Cons

    Compensate you employees for working hard


  10. "The best establishment I have worked for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Sales Trainer in Washington Terrace, UT
    Former Employee - Financial Sales Trainer in Washington Terrace, UT
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at The Retirement Group full-time (More than a year)

    Pros

    The Retirement Group LLC, is the best establishment I have had the pleasure to work at. I would still be there today, had I not moved out of state. TRG not only takes great care of their clients, but also their employees. There were always good vibes throughout the company; everyone just seemed happy to be there. If there were a skill that you may not be proficient in, the great leaders there made it a point to work with you, so you are no longer inadequate of said skill. There is so much opportunity for growth within the establishment as well. The CEO, John Jastremski, is so passionate about his work, that it just rubs off on to everyone else. If I were to ever move back to San Diego, CA, TRG would be the very fist place that I would seek employment.

    Cons

    I honestly do not have anything negative to say about TRG. My time with TRG was outstanding.

    Advice to Management

    Continue doing what you have been doing!


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