United Capital Financial Advisers

www.unitedcp.com
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United Capital Financial Advisers Reviews

Updated April 9, 2015
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3.1
13 Reviews
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Joseph J. Duran
6 Ratings

Employee Reviews

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  1. A company that had a vision and is executing on that vision now.

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

    I worked at United Capital Financial Advisers as an intern

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    When a company has a vision, they put a lot of effort into reaching that goal.

    Cons

    Tough to move up quick.

    Advice to Management

    Continue reaching for the stars and becoming the gold standard.

  2. Unprofessional Corporate Environment

    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous
    Former Employee - Anonymous

    I worked at United Capital Financial Advisers

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    Pros

    General employee population is nice

    Cons

    Overall company structure is weak. Human resources is lacking in professionalism and can hardly be considered a resource. Poor health benefit options and low pay.

  3. High Opportunity, Fast-growth Company that cares about clients and employees

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

    I have been working at United Capital Financial Advisers full-time (more than 3 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    I've worked here for 3 years. For employees who want to grow and are willing to step up to opportunities, this is a great place to be. Very dynamic environment with extremely talented people. A high focus on employees and the culture.

    Cons

    Benefits are ok, but not outstanding.

    Advice to Management

    Keep up the fast-growth pace, it keeps you learning.

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  5. Definitely NOT Ready For Prime Time....

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

    I have been working at United Capital Financial Advisers

    Doesn't Recommend
    Negative Outlook
    No opinion of CEO
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    Pros

    Has potential, but lots of work to do first....

    Cons

    Very low 401(K) match - Relationship Managers are overworked and underpaid - Way too many steps and softwares involved in managing client's data, takes forever to prepare for one client meeting in one day, let alone multiple client meetings on same day - Many Managing Directors are arrogant and in heated competition with each other, seems to be in High School all over again - Reporting company they use, Envestnet, always messes up, same goes for HR department - Company very cheap, does not pay for anything, charges everything on employees, including corporate trips and computers - Investment options they provide to clients not always the best (R-Squared fiasco), biased pushing of inside funds with that are generally expensive and lack robust returns.

    Advice to Management

    You have got to simplify the client management process, too many softwares involved that need to be synced together, it is a nightmare. RM's are way overworked and the salary and benefits are laughable, no wonder everyone keeps leaving. Stop expecting employees to attend seminars and meetings while telling them they have to pay for everything on their own.

  6. Insincere Senior Management - Low pay and weak benefits

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

    I worked at United Capital Financial Advisers full-time (more than 3 years)

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    Pros

    Generally nice people among the rank and file.

    Cons

    Senior management are bullies. They fill you with a false sense or caring but bully their employees to conform. Most people seem to enjoy working at the regional offices but the management of the regional offices DO NOT like working with corporate management.

  7. Typical Investment Firm

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Relationship Manager in Houston, TX
    Current Employee - Relationship Manager in Houston, TX

    I have been working at United Capital Financial Advisers full-time

    Positive Outlook
    Approves of CEO
    Positive Outlook
    Approves of CEO

    Pros

    Fast growing company with opportunities.

    Cons

    Low pay for the industry.

    Advice to Management

    Remember the importance of the admins and support staff.

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

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

    I have been working at United Capital Financial Advisers

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Trying to improve the process of financial planning

    Cons

    Healthcare plans are unaffordable for the staff.

    Advice to Management

    Get past the managing directors of the offices controlling you.

  9. Feels good to work for a company that wants to make a better world

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

    I have been working at United Capital Financial Advisers full-time (more than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    I love the way everyone at UC talks about clients and cares about creating a better financial services company. I've worked in other companies that just felt so boring - no higher cause! Here they talk about our purpose all time. Feels like we are going places and I am glad to be part of it. Seriously, if you have worked in other financial companies they all make you work hard etc but this one has spirit. Not your old fashioned company.

    Cons

    We're growing fast so it's hard to keep up with tall the info and new ideas. There can be times when I feel overwhelmed but people are great and that helps. The pay isn't the top of the industry, nor the bottom, but it's my hope/bet that as UC gets bigger the benefits and comp will grow too. Like I said I have worked elsewhere like B of A and other places - OMG that almost killed me, red tape, no way to make a difference. I never feel like that at UC, but I do miss having tons of resources and big budgets to get things done. we're lean and mean.

    Advice to Management

    Keep communicating and innovating. Spend more time visiting local offices and helping us all connect with each other. Encourage people to move around, try new jobs and grow.

  10. Well-organized professional environment with respect for employees

    Former Intern - Financial Operations Intern in Irving, TX
    Former Intern - Financial Operations Intern in Irving, TX

    I worked at United Capital Financial Advisers as an intern (less than a year)

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    * Very neat offices
    * Friendly colleagues
    * Plenty of overtime available

    Cons

    * Uncertainty about posible openings upon completion of internship

  11. Overall Good

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Newport Beach, CA
    Current Employee - Anonymous Employee in Newport Beach, CA

    I have been working at United Capital Financial Advisers

    Recommends
    Recommends

    Pros

    Great boss, and nice work environment

    Cons

    Salary and pay is a little low

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