Never Leaving - Financial Advisor Finity Group Employee Review

5.0
25 Jan 2018
Recommend
CEO approval
Business outlook

Pros

I enjoy helping people and I enjoy working with money so Finity Group is the perfect fit for me. Here's a few of the things I like about Finity Group: - Truly independent - Comprehensive financial planning services - National practice - You control your day to day activity - You get out of it what you put in - Team oriented culture, everyone wants you to succceed - Unmatched training program when first starting - Ongoing training and continuing education - You get to help people and make an impact on their lives I could go on and on about the positive things and perks of working at Finity Group.

Cons

Being a financial advisor is not for everyone. That's not really a Finity Group thing but an industry thing. I'm obviously a bit biased but not many downsides come to mind. If anything, when first starting out, you work a lot and you don't make a lot. Anything WORTHWHILE takes time, energy, and sacrifice - like being an Advisor at Finity Group.

Explore other reviews about Finity Group

5.0
7 Nov 2021
Recommend
CEO approval
Business outlook

Pros

They don't make advisors cold call or work with friends and family. They have a proven marketing system geared towards medical community and are working on the same thing currently with the tech industry.

Cons

requires a lot of work up front to get up and running

3.0
10 Dec 2024
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The people on the low to mid levels are great people to work with

Cons

The executive level team is a mixed bag, with HR being run like a Junior High where you are screwed if you're not part of "the in crowd"

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