Less than lucrative, insurance pumping, overpriced "planning" salesperson - werkgeversreview Financial Advisor & Planner bij Commonwealth Financial Group

2,0
23 feb 2024
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

The home office looks nice.

Minpunten

There isn't enough space to list them all.

avatar
Reactie van Commonwealth Financial Group
5mo
We appreciate your feedback and are disappointed that your experience did not meet expectations. We remain committed to professionalism, transparency, and reverent leadership as we continue to evolve.

Ontdek andere reviews over Commonwealth Financial Group

5,0
2 dec 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

The Firm is very growth oriented, innovative, and collaborative.

Minpunten

The Firm is growing quickly, which brings exciting opportunities but also the normal growing pains that come with scaling.

avatar
Reactie van Commonwealth Financial Group
5mo
Thank you for your thoughtful review. We’re glad you recognize our growth-minded, innovative, and collaborative environment. As we continue to grow, we’re committed to learning, improving our processes, and supporting our team through the natural challenges that come with scaling, while staying focused on creating meaningful opportunities for our people.
5,0
21 aug 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Solid place to move whether you're interested in becoming and Advisor or just working in corporate America and don't want to drown in the noise of large corporate bodies like Fidelity. High energy from everyone, encouraging work ethic and attitudes and very strong communication from HR, and senior managers. Boston office has more use of the location than Bedford, which is fairly quiet. Enjoy the on tap cold brew, definitely a nice perk. Innovation and forward thinking are encouraged, expected, and accepted. This place is a breath of fresh air after working at Fidelity for almost 6 years. Good math up to 5% and 1:1 matching. Very strong and quick communication from senior leaders. Feedback for change and improvement asked for an encouraged. Good culture. Big corporate vibe on a smaller scale. Strong infrastructure. Great benefits. Great support. Managers listen. Hybrid work. Generous PTO. Room to grow.

Minpunten

Health benefits somewhat expensive, although great coverage. Nothing else comes to mind.

avatar
Reactie van Commonwealth Financial Group
5mo
Thank you for the thoughtful and detailed review. We’re glad you’ve experienced the energy, transparency, and support that define our culture, and we appreciate the feedback on benefits as we continue evaluating ways to support our team competitively. We’re grateful for your encouragement and look forward to continuing to grow together.
Bekijk reviews op: Nuttig|Beoordeling|Datum|Alle