Not a great place to work - Financial Advisor bei AdviceFirst: Mitarbeiterbewertung

1,0
30. Mai 2023
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CEO-Befürwortung
Geschäftsprognose

Pros

Reasonable flexibility if you need it.

Kontras

Toxic management from the top. CEO and Chief Operating Officer have no tact and no care for the staff. The company values that are prescribed do not playout in real life at all. There are no thank you's or incentives of any kind for doing a great job instead it feels like your job is always under scrutiny and at risk. No room for progress. Not a great company to work for if you are ambitious and want to better yourself .

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2,0
13. Feb. 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Autonomous working environment and a book of clients to manage.

Kontras

No real premises to work out of, no branding or marketing to help you. Senior management are arrogant and rude and unfriendly and do not appreciate or rate the role of an adviser. The investment solutions are off the shelf model portfolios that are mostly foreign investments and so foreign fund investment tax is required to be paid. The role of the adviser has been watered down and really has no influence and freedom of thought and individualism has completely been taken away from any adviser. Clients paying high fees for no real benefit as the advisers input is minimal now. The business every year has far more money leaking out the back door than coming in and it’s in biblical proportions so there is always a feeling failure and disappointment, even when an adviser does something spectacular, example $1 mil deal comes in $2,5 mil goes out !!!

5,0
5. Mai 2025
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CEO-Befürwortung
Geschäftsprognose

Pros

Great place to work flexibilty

Kontras

Career growth may differ depending on the areas you work

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