Financial Planner Reviews

3.9
(125)
Highly Satisfied
Last updated Aug 25 2022
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Financial Planner Reviews

What is it like working as a Financial Planner?

October 2016
Great.
Financial Planner:
Pros: Hours.
Cons: A lot of computer work.
December 2021
An actually fantastic culture.
Financial Planner in Seattle:
Pros: The culture is what people actually say. It’s fun to come to work. Everyone respects you and wishes for you to do a good job. Any competition is healthy and well spirited.
Cons: Sometimes it feels as thought the culture is leaned on as an excuse to lag behind in benefits and job related aids like technology. People like working here so much that it feels as though Baird higher ups don’t have much pressure to make large strides to make anything better, even though there is always room for improvement.
April 2014
Self employed contract financial planner for an Independent.
Financial Planner:
Pros: Flexibility and freedom.
Cons: Commission only work.
April 2014
Financial Planner:
Pros: The satisfaction of helping clients meet their goals and better their position or even just advising what their position is. The analytic side of things is interesting as well.
Cons: Lack of resources as times makes it stressful.
August 2015
Financial Planner:
Pros: Analyzing the statements.
October 2015
Financial Planning.
Financial Planner:
Pros: Flexibility. Earning potential. Client interactions.
Cons: Inconsistent Income.
December 2013
Helping you achieve financial success.
Financial Planner:
Become a sponge and ask lots of questions. Focus on learning.

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