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Worden Capital Management

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Great Company To Work - Financial Advisor Worden Capital Management Employee Review

5.0
12 Jan 2021
Recommend
CEO approval
Business outlook

Pros

Smart Advisors to Collaborate With

Cons

No Windows on Sales Floor

Explore other reviews about Worden Capital Management

5.0
8 Aug 2020
Recommend
CEO approval
Business outlook

Pros

Thriving office environment which facilitates on the go learning

Cons

I can't think of any

5.0
6 Nov 2015
Recommend
CEO approval
Business outlook

Pros

The overall management culture is second to none. There is a constant push for betterment by the branch seniors by requiring all investment brokers, both senior and junior, to do "homework". They require all to research something new, prepare an investment thesis, and then conduct a mach presentation. Im a newly licensed Series 7, so this has been extremely beneficial. There are many other "homework" exercises, that push us to be better and more knowledgeable.

Cons

Extremely demanding environment. It isn't hard to learn the basics of financial sales, however, the demanding part is what is required outside of the market hours. In order to survive in the beginning stages, there is a large portion of personal time dedicated to learning more about the markets. I realized it's a 24x7 job for a few years.

2
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Worden Capital Management Response
10y
Thank You for your feedback. I'm glad to hear that our culture has positively effected your new career at Worden Capital. Gregory Dean Branch Owner Worden Capital Management Rockville, Centre, NY.
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