Beacon Pointe Advisors Reviews | Glassdoor

Beacon Pointe Advisors Reviews

Updated June 22, 2017
11 reviews

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4.5
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Garth Flint
4 Ratings

11 Employee Reviews

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  1. "Intern"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Intern in Newport Beach, CA
    Current Employee - Intern in Newport Beach, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Beacon Pointe Advisors part-time (Less than a year)

    Pros

    The work culture here is incredible, and I have learned more through this internship than in any university level class.

    Cons

    Not a bad thing to say about this internship.


  2. "Great firm with dedicated team"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Consultant in Newport Beach, CA
    Current Employee - Consultant in Newport Beach, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Beacon Pointe Advisors full-time (More than 5 years)

    Pros

    Firm works hard to help clients achieve their investment mission.
    Strong investment results
    Invest in team and technology

    Cons

    Not a great fit if you don't like investments. Firm promotes education so you must be motivated to further your education too.

    Advice to Management

    Keep investing in the people

  3. "Sales Uber Alles"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Beacon Pointe Advisors full-time (Less than a year)

    Pros

    Established firm with a few distinguishing characteristics

    Cons

    No training, minimal support and high pressure sales tactics in the Wealth Advisors division

    Advice to Management

    Focus more on long-term relationship development and offer more support for the satellite offices.


  4. "Great people"

    StarStarStarStarStar
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends

    Pros

    People are there to help you when you need it.

    Cons

    Work environment is great but I felt like my role could have been more challenging.

    Advice to Management

    Keep it up!


  5. "BPA"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Operations Intern in Newport Beach, CA
    Former Employee - Operations Intern in Newport Beach, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Beacon Pointe Advisors (Less than a year)

    Pros

    Great location and coworkers. Everyone has an open door policy!

    Cons

    none! I ran out of work to do as an Intern, but you just need to ask around to see who needs help!


  6. "Great intro to institutional financial services"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Intern
    Former Employee - Intern
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    -Great culture
    -Comfortable work environment
    -Professional setting

    Cons

    -No formal training program for part-time employees

    Advice to Management

    Advice is to promote the brand more to increase attraction from different institutions; can see BPA moving higher in RIA industry in the coming years.


  7. "Financial Analyst Intern"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    Really Enjoyed it. Worked with great people and the weekly classes were much more informative than most college courses.

    Cons

    None really. It was a good first internship.

  8. "Wealth Management Intern in Scottsdale, AZ office"

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

    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.


  9. "Love working for Beacon Pointe"

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

    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.


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

    StarStarStarStarStar
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    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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