United Capital Financial Advisers

  www.unitedcp.com
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United Capital Financial Advisers Reviews

Updated May 24, 2014

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All Employees Current Employees Only

3.2 8 reviews

100% Approve of the CEO

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Joseph J. Duran

(2 ratings)

43% of employees recommend this company to a friend
3 Employee Reviews Back to all reviews
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    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • No Opinion of CEO

     

    Not a good place!!! Lots of talk and the managing directors egos create an environment where you are "the help".

    Anonymous (Current Employee)

    ProsTrying to improve the process of financial planning

    ConsHealthcare plans are unaffordable for the staff.

    Advice to Senior ManagementGet past the managing directors of the offices controlling you.

    No, I would not recommend this company to a friend

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    Good place to start your career because you will learn a lot.

    Anonymous Employee (Former Employee) Newport Beach, CA

    ProsIt was a very hand on environment. You will be able to learn many different functions and learn a lot about financial services.

    ConsNo structure on how to be promoted. Very high employee turnover. Doesn't provide competitive compensation and/or benefits.

    Advice to Senior ManagementManagement should compensate the employees better. Management needs to understand that an employee turnover rate as high as the one at the UCFA corporate office is very time consuming and inefficient.

    No, I would not recommend this company to a friend

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    Potentially Great Company - all talk no action

    Relationship Manager (Current Employee)

    ProsGreat group of on staff experts to help you any way they can on technical areas such as insurance, planning and investments. You have the ability to develop meaningful relationships with client.

    ConsAlthough they claim they are supportive of building a great employee culture, it is all talk. In my time with the firm, I saw great, talented staff be pigeon holed into positions they did not want . Poor management Little if any appreciate for a job well done. As a result, they let the best staff walk out the door. The prevailing philosophy was, " we can always get someone new and cheaper than you". Very much at odds with their public image. Maybe a place to start your career - learn what you can & move on..

    Advice to Senior ManagementMake sure your local managers support the culture that corporate wants to create. Make retaining great employees more important and provide them with career opportunities that support their personal as well as company goals. Don't be afraid to fire poor performers.

    No, I would not recommend this company to a friend

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