PI Financial Reviews

4.0

71% would recommend to a friend

(21 total reviews)
avatar

Max Meier

100% approve of CEO

80% positive business outlook

PI Financial has an employee rating of 4.0 out of 5 stars, based on 21 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PI Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

21 reviews
5.0
4 Dec 2024

GREAT

Recommend
CEO approval
Business outlook

Pros

Great company and relaxed atmosphere

Cons

no complaints, good place to work

5.0
5 Apr 2023

Finance job

Recommend
CEO approval
Business outlook

Pros

The finance company I worked for had several pros that made it stand out. Firstly, it had a strong emphasis on customer service, which was evident in the way that we interacted with clients and the attention to detail we gave to their financial needs. Secondly, the company had a diverse range of financial products that catered to various segments of the market, which made it easier to provide solutions to customers with different financial goals. Additionally, the company had a well-structured training program that helped employees improve their skills and knowledge, leading to better performance and job satisfaction. Lastly, the company had a positive work environment, with supportive colleagues and management, which fostered a sense of teamwork and made it a great place to work.

Cons

While the finance company I worked for had several pros, there were also some cons that impacted the overall experience. One of the main issues was that the workload could be overwhelming at times, especially during peak periods. This led to long work hours, which caused burnout and affected the work-life balance of employees. Another con was that the company had a hierarchical structure, which made it challenging for employees to voice their opinions or suggestions, leading to a lack of innovation in some areas. Additionally, the company's compensation package was not always competitive with other financial institutions, which made it challenging to retain top talent. Lastly, the company had a limited focus on diversity and inclusion, which created a less inclusive environment for underrepresented groups.

5.0
11 July 2022

Professional Organization

Recommend
CEO approval
Business outlook

Pros

Experienced management team and staff. Great support for advisors and employees.

Cons

Covid and work from home has created some disconnect.

Viewing 1 - 3 of 21 Reviews

Glassdoor has 22 PI Financial reviews submitted anonymously by PI Financial employees. Read employee reviews and ratings on Glassdoor to decide if PI Financial is right for you.