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CBG Financial Group

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CBG Financial Group Reviews

2.8

45% would recommend to a friend

(10 total reviews)

M. Carleton Boothe, Sr.

75% approve of CEO

54% positive business outlook

Reviews by job title

10 reviews
5.0
26 Apr 2024

Great place

Recommend
CEO approval
Business outlook

Pros

Pay, learning, market adjustment, and management

Cons

Time, location, benefits, and other

5.0
25 Aug 2013
Recommend
CEO approval
Business outlook

Pros

I have read some of the reviews of former employees. Those comments could not be further from the truth. I have found that the research that Sterne Agee, (cbg's clearing department) provides to the brokers to be EXTREMELY profitable. The management provided me with a foundation for a long career in this industry. Most of the reviews that were negative i suspect were former employees that could not handle cold calling. Realize working at CBG is like running your own business, if you don't have clients you don't have a business... Every large wire house firm cold calls.... Great atmosphere, good management great place to work.

Cons

To be honest i left the firm to go work with a family member who is also in the industry, i really don't have anything negative to say. This was honestly a great place to learn this business.

4.0
21 Oct 2011
Recommend
CEO approval
Business outlook

Pros

I joined CBG as a trainee and I have had a great experience with them as I moved up through the system. -Great group of people to work with -Team camaraderie(anyone will help if they see someone around them struggling) -You will get in out whatever you put it --if you don't want to work hard this would be a con -Personal individual training that lasts as long or short as you need -The position is probably the hardest position you can imagine since it is mostly over the phone but once you starting seeing success you will feel extremely accomplished.

Cons

I don't really have anythign negative to say. This is the closest you can get to owning your own business so the cons will be a direct reflection of each individuals work performance but in general the hardest part is building a client base. Some people can do it some can't. You have to have a positive attitude at all times or you won't enjoy the job and you have to enjoy the market.

Viewing 1 - 3 of 10 Reviews

Glassdoor has 14 CBG Financial Group reviews submitted anonymously by CBG Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if CBG Financial Group is right for you.