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      uFinancial

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      uFinancial Reviews

      3.9

      69% would recommend to a friend

      (25 total reviews)

      71% positive business outlook

      Ratings by category

      3.9

      Culture and values

      3.8

      Work/Life balance

      3.8

      Senior management

      3.7

      Compensation and benefits

      3.7

      Career opportunities

      3.4

      Diversity and inclusion

      uFinancial has an employee rating of 3.9 out of 5 stars, based on 25 company reviews on Glassdoor which indicates that most employees have a good working experience there. The uFinancial employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      25 reviews
      1.0
      3 Mar 2016

      Good Old Boys Club

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Free lunches and you learn about other companies

      Cons

      Cut throat people. Advisors always fighting. So many people lie. Advisors care about how much they make rather than what client really needs. Push insurance products like annuities & life insurance.

      5.0
      14 Jun 2024

      wonderful experience

      Investment specialist
      Recommend
      CEO approval
      Business outlook

      Pros

      great culture, wonderful leadership, great team.

      Cons

      there is so much to learn about this industry. Entry level positions are not actually entry level because of the amount of knowledge needed.

      1.0
      7 Nov 2022

      Ok Place

      Administrative assistant
      Recommend
      CEO approval
      Business outlook

      Pros

      Nice environment and good benefit

      Cons

      One of the financial advisor is verbal abusive

      Viewing 1 - 3 of 25 Reviews
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      Glassdoor has 29 uFinancial reviews submitted anonymously by uFinancial employees. Read employee reviews and ratings on Glassdoor to decide if uFinancial is right for you.