Underwhelming pay and opportunity - Recensione dipendente - Associate Wealth Advisor presso Focus Partners Wealth

3,0
15 feb 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Very relaxed culture with a flexible hybrid work schedule. Empowered PTO and paternity leave are great for those in search of a firm that offers it. Overall it's a stable company, conservative company that while remain very competitive in the marketplace. Their planning philosophy is very simple and effective making it very digestible for clients and prospects to understand.

Svantaggi

Your experience depends on your team. Certain advisors are great while others are happy doing the bare minimum and passing everything off to associates. Very political corporate ladder and very poor compensation/benefits for being a "Forbes Top RIA Firm". They base their pay on a "industry salary study" that they won't make available to their employee base. You'll find very capable individuals in the same position for years before they're promoted. They have a poor continuing education culture as well. Other firms will give you a blank check for designations or seminars while you have to have a business case at Buckingham.

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5,0
21 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

A great place to earn your CFP and continue to learn a lot of the technical sides of the industry as an associate. Lots of support to learn the ropes and become a competent advisor.

Svantaggi

It doesn't do as good of a job at teaching you the business development side of the business as much as all the other technical skills at least in your early years. That focus is reserved for once you reach past the associate level. If you want to be somewhere where you can really invest a lot of time into a personal client base in the early years of your career then here may not be a good fit.

4,0
12 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Flexibility is nice and hard to come by

Svantaggi

New Career Trajectory Issues and a has been stressful recently

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