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      Envision Financial

      Azienda coinvolta

      Recensioni su Envision Financial

      Overall Good Credit Union to Work For - Recensione dipendente - Personal Account Manager presso Envision Financial

      4,0
      14 set 2013
      Personal account manager
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      - Very supportive of work/life balance - Fair base salary - Excellent benefits - Reasonable chance for career advancement

      Svantaggi

      - Too many legacy software that do not communicate with one another - Too many company initiatives at once with little room to focus on any one initiative - Sales targets set such that earning bonus next to impossible, despite meeting goals - Still has that "small credit union" feel with "lifers" resistant to change - Very basic wealth management model with little to no flexibility to use judgement and experience when making investment recommendations - Too many people get promoted simply because they know each other through family - Very top-heavy senior management team and over-staffed regional office with people and departments that add little to no value to the membership and financial results

      Esplora altre recensioni su Envision Financial

      3,0
      5 lug 2025
      Financial advisor
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      If you're an advisor and just starting out, going the bank advisor route to start off can be good. Benefits package was good and lots of opportunities for time off.

      Svantaggi

      Once you get experienced though, leave. They won't pay you what you're worth yet will demand high sales targets with terrible products. They claim they want to help members, but management will get mad at you when you don't sell enough, even though sometimes when providing good advice, nothing needs to be sold. Management for my area was terrible and inexperienced. Corporate culture was toxic and fake too.

      avatar
      Risposta di Envision Financial
      9mo
      Thank you for taking the time to share your perspective. We’re glad to hear the early career support and benefits were valuable to you. We also appreciate your candid feedback on areas you feel could be improved. Insights like yours help inform ongoing conversations about how we support our teams and foster a positive work environment.
      3,0
      2 lug 2025
      Financial advisor
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      Great starting out point to learn the ropes, stable and they are very into work life balance.

      Svantaggi

      If you are experienced, this it not the place for you. You will be bored out of your mind, but it is easy and slow paced.

      avatar
      Risposta di Envision Financial
      9mo
      We appreciate your feedback and we're glad to hear you found value in being part of our team. We understand that different roles and stages bring different expectations, and we appreciate your perspective on how the experience may vary over time.
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      Ricerche correlate: Offerte di lavoro di Envision Financial | Stipendi di Envision Financial | Benefit di Envision Financial | Colloqui di Envision Financial
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