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Dunham & Associates

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Dunham & Associates reviews

3.7

71% would recommend to a friend

(29 total reviews)

Jeffrey A. Dunham

78% approve of CEO

58% positive business outlook

Dunham & Associates has an employee rating of 3.7 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Dunham & Associates employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Reviews by job title

29 reviews
1.0
Jun 7, 2021

Don’t walk……RUN

Recommend
CEO approval
Business Outlook

Pros

Really nothing positive to share about the firm.

Cons

It is where people that have worked elsewhere in financial services go to die or have their career killed. Over priced product, wealthy owner who is clueless, arrogant, and entitled with no interest in growing the firm or producing a better product if it will cost him anything.

3.0
Jan 13, 2017

Decent place to work, with big pros and big cons

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

- Nice people and good culture. Everyone knows each other and it promotes a more cooperative environment, as well as events every so often that promote office camaraderie. No petty office politics. - Open door policy with management. The managers I worked with are excellent at their jobs, intelligent, friendly, professional, and always make you feel like an important part of the team. - Placement in San Diego - not many financial services firms here period, much less a BD-RIA. The location is close to UTC and Del Mar if you want to unwind after work. - Stable hours and good work/life balance.

Cons

- There isn't much room for advancement. The way it is structured internally is that there is one head per department who also functions as your primary manager, and then everyone else under them. While you do get raises and small bonuses every few years depending on how long you stay, there is no room for merit-based promotions and none of the department heads look to be retiring anytime soon. You'll get some great entry-level and mid-career experience but if you have any kind of career ambition, you'll realize them elsewhere. - Pay and benefits are far below industry average for some positions, and aren't sustainable with the "California premium". I agree with the other review that it seemed like many employees were struggling financially.

1.0
Sep 6, 2024
Recommend
CEO approval
Business Outlook

Pros

The Client Services team is great. Very smart and funny and made coming in everyday almost worth it.

Cons

The financial advisors that call in are mean and abusive and the sales team and management will always take their side no matter what they do. The operations team is mostly incompetent and super unprofessional and lazy but no one seems to care and they get away with doing the bare minimum if anything at all. Sales is again incompetent and don’t know the answer to extremely simple questions but again no one seems to care. So if you are looking for a job where you can do the least amount of work possible on a daily basis while someone else takes the blame for your mistakes, look no further! Just not in Client Services otherwise you will be blamed for anything and everything possible regardless of if it’s your fault or not. Oh and don’t try and change anything or say anything, they’ll just fire you for being a “squeaky wheel” and for not smiling while you get attacked by angry old men on a daily basis.

Viewing 7 - 9 of 29 Reviews

Glassdoor has 32 Dunham & Associates reviews submitted anonymously by Dunham & Associates employees. Read employee reviews and ratings on Glassdoor to decide if Dunham & Associates is right for you.