Conifer Financial Services Reviews

Updated May 28, 2022

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3.4
58%
Recommend to a Friend
88%
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Conifer Financial Services President & CEO Jack McDonald (no image)
Jack McDonald
8 Ratings

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  1. 3.0
    Former Employee

    With Conifer

    Mar 17, 2016 -  
    Recommend
    CEO Approval
    Business Outlook

    Pros

    working environment is comfortable. no much pressure.

    Cons

    high staff turn over probably due to low salary.

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    1 person found this review helpful
  2. 4.0
    Former Employee

    Great Place to Work

    May 28, 2022 - Chief Compliance Officer 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Employees were great to work with

    Cons

    Amount of time spent on site.

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  3. 3.0
    Former Employee

    Investor Relations

    Dec 17, 2019 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    great working hours and freedom at work

    Cons

    Bonus are small and lots of merger and acquisitions

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  4. 2.0
    Former Employee

    -

    Jan 16, 2018 -  
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I liked my boss a lot

    Cons

    corporate HR was not friendly or easy to work with

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  5. 4.0
    Former Employee

    Analyst

    Sep 6, 2017 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Everything is good. Good location, nice coworker, flexible time

    Cons

    Pay a little higher or there's need to be not much different between people who have same titles

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  6. 3.0
    Current Employee, more than 1 year

    Associate

    Jul 19, 2017 - Associate in San Francisco, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Some great and bright people work here.

    Cons

    Culture is a little low at the moment and everyone seems to gravitate more towards personal concerns vs team work atmosphere

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  7. 4.0
    Current Employee, more than 3 years

    Good Experience Overall

    Jan 4, 2017 - Director in San Francisco, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Firm gives flexibility to come up with solutions and approaches, senior management have an open door policy and coworkers are welcoming and willing to assist each other.

    Cons

    Work processes are unstructured at times, resource constraints

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  8. 5.0
    Former Employee, more than 5 years

    Conifer: A great place to work!

    Oct 25, 2016 -  in San Francisco, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I thoroughly enjoyed my time working at Conifer. Contrary to prior management teams I've worked with, Conifers' senior management team has done a great job navigating through an acquisition, private equity investment and a divestiture. They have remained disciplined in executing their plans to continually refine processes and systems to effectively support their clients. High marks from me on this given all the balls in air! And, I developed some solid friendships with people who like to work hard and enjoy collaborating and managing through the changing times together. Very exciting times!

    Cons

    There has been a lot of (good/healthy) change, but it will be nice when they have implemented all system conversions and rolled all clients to new systems.

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  9. 2.0
    Former Employee

    fund accountant

    Sep 25, 2016 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    nice coworker, good boss, good enviroment

    Cons

    low salary, high turnover rate

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  10. 4.0
    Current Employee, more than 3 years

    Great place!

    Jul 11, 2016 - Anonymous Employee in San Francisco, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Management is very approachable and communicative. Great people! Great place to work.

    Cons

    We are very busy (which isn't really a bad thing)!

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