Beacon Pointe Advisors

  www.beaconpointeadvisors.com
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Beacon Pointe Advisors Reviews

4 Reviews

4.3
4 Reviews

Recommend to a friend
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Garth Flint
0 Ratings

Employee Reviews

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  1.  

    Wealth Management Intern in Scottsdale, AZ office

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Beacon Pointe Advisors

    Pros

    A great place to work. Co-workers are incredibly friendly and helpful, not to mention the firm itself is extremely successful

    Cons

    I had no complaints during my time at Beacon Pointe Wealth Advisors. Knowledgeable and professional staff that provide exceptional services to clients.

  2.  

    Love working for Beacon Pointe

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Beacon Pointe Advisors full-time

    Pros

    This is a great company to work for. This firm is a machine that was well-planned and is well-executed. The firm is top in our industry. The people are great. The kitchen is always full of food for those busy days.

    Cons

    It is a small company, so it has the limitations of a small company. Not as much travel or national exposure yet.

    Recommends
    Positive Outlook
  3.  

    Very good internship experience where executives taught me about markets and treated me well

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Beacon Pointe Advisors

    Pros

    They taught an investing class to all interns that helped me become more knowledgeable about finance and the markets. Almost everyone was very friendly and helpful!

    Cons

    At times I wished I had more projects to work on to keep me busy. There were times where I really had little to do besides researching markets to increase my own understanding.

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  5.  

    Great People

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Beacon Pointe Advisors full-time

    Pros

    Great coworkers and due to size you really feel like you're contributing to the bottom line. Flexible work hours.

    Cons

    Lacks intellectual stimulation and frequent busy work.

    Advice to ManagementAdvice

    Must learn to manage client expectations better as to not create unnecessary work .

    Recommends
    Neutral Outlook

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