Great company focused on helping families with wealth. - Family Wealth Adviser/Family Investment Officer GenSpring Employee Review

4.0
Jan 28, 2014
Recommend
CEO approval
Business Outlook

Pros

Innovative and hands-on advice to ultra high-net worth families. Strong relationships with clients, as GenSpring sat on the same side of the table as the families they were advising. Next generation education and other materials from the learning center were top notch.

Cons

Poor investment philosophy execution. Some clients did not seem to understand what they were invested in.

Explore other reviews about GenSpring

5.0
Jun 15, 2017
Recommend
CEO approval
Business Outlook

Pros

Great group of people, very professional, great location

Cons

Not much chance for advancement for Admins unless they are looking to move into the world of finance

2.0
Apr 29, 2013
Recommend
CEO approval
Business Outlook

Pros

Competitive pay. Fees are charged based on assets under management and the firm does not offer its own products so there is no push to sell and advisors may offer less biased advice. I think the services offered to clients are fantastic and very well rounded. Advisors really care (for the most part) about their clients and their wellbeing. Flexible work hours.

Cons

No career development. No mentorship. No clear career path. Firm will pay for needed continuing education (CLE, CPE, etc...) for some people, but not others. Firm focuses a lot of time and money on client satisfaction and little to none on employee satisfaction or office unity. Things are run differently in every office - there is little consistency. Recent movements are pulling the firm closer to the bank.

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