Great place to work ....: opiniones de empleados con el puesto de Family Services Coordinatore en GenSpring

4,0
11 abr 2010
Recomendar
Aprobación del CEO
Perspectiva de la empresa

Ventajas

Progressive culture which fosters a mentality of thinking outside the box especially on the investment side. Wonderfull group of people but the culture can vary greatly from office to office.

Desventajas

Ultimately owned by a commercial bank which is a big negative for me personally. Wealth management is only a very small part of the "motherships" revenue. This may not be a problem for many people.

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5,0
15 jun 2017
Recomendar
Aprobación del CEO
Perspectiva de la empresa

Ventajas

Great group of people, very professional, great location

Desventajas

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

2,0
29 abr 2013
Recomendar
Aprobación del CEO
Perspectiva de la empresa

Ventajas

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.

Desventajas

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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