Mintz Levin Financial Advisor Reviews | Glassdoor

Mintz Levin Financial Advisor Reviews

2 reviews

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2.4
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Robert Glovsky
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Employee Reviews

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  1. "MLFA Review"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Operations Associate in Boston, MA
    Current Employee - Investment Operations Associate in Boston, MA
    Recommends

    Pros

    It is a talented and smart group of individuals. Everyone is willing to help you out. I am always learning about new things everyday from my coworkers. They inform you much about their own experience especially about the Certificate of Financial Planning classes. The job in itself is very applicable to your life. They try to give unique bonuses like getting your birthday off. They understand if you have some event that came up and are flexible to your schedule as long as you give an explanation. Many of the group share resources and knowledge. There is a bonus for passing the CFP examination.

    Cons

    Upper management still keeps certain issues hidden from the rest of the group even though we are a small company. This lack of communication hurts the company. I've learned that after you reach a certain point in your career, there is difficulty since many people stick with the company instead of leaving. They are currently working with consultant to come up with a strategic structure for all of the Financial Advisors for the future. I still think there is no motivation to help the company grow because there is no commission if you gain your own book of clients.

    Advice to Management

    Allow people to grow and the company will realize all the potential that is dormant right now.


  2. "The job itself is tedious with no hope of a quick promotion."

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Operations Associate in Boston, MA
    Former Employee - Investment Operations Associate in Boston, MA
    Doesn't Recommend

    Pros

    My co-workers were the only highlight of this position, they helped get me through!

    Cons

    I found that almost nothing that was promised at the interview came to fruition, salary is also low.

    Advice to Management

    1) Work on employee morale. 2) Set expectation accordingly at the interview process.