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Wealthvest Marketing Reviews

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Lincoln Collins & Wade Dokken
10 Ratings
  • Great people and good opportunities

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Internal Wholesaler in Bozeman, MT
    Former Employee - Internal Wholesaler in Bozeman, MT
    Positive Outlook
    Approves of CEO

    I worked at Wealthvest Marketing full-time (Less than a year)


    Good base salary and first year opportunities for success - WealthVest expects success but puts failsafes in place to ensure employee financial success. Managers are personable and experienced, the whole office feels like a family. Internship program gives a good snapshot of what true full time employment will be like. CEO cares about employees and company as a whole, strives to improve the office/company through a. Umber of initiatives. Top to bottom, WealthVest has some of the most substantial experience for their industry of just about any company in any industry.


    Opportunity for long-term career growth/vertical movement within the company seemed lower than other companies. Technical skill development other than sales was minimal (understandably so). Amount of ideas (which is also a huge benefit of the company) naturally leads some to become disappointed when not all ideas are successful, so temper expectations accordingly.

    Advice to Management

    Doing a great job - I think you're already working on everything. Be realistic with new hires that the nature of sales is that for most, the commissions are slow starting because it takes a while to build business.

Wealthvest Marketing Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Accepted Offer
    Neutral Experience


    I applied in-person. I interviewed at Wealthvest Marketing.


    Multiple phone interviews. Over promise on level of support and company initiatives. You can get "on-board" rather quickly if you push the process. Otherwise, they move at a Montana pace.

    Interview Questions

    • Before even committing to joining the firm they want to know about other potential marketers they can poach from your current company.   Answer Question

Wealthvest Marketing Awards & Accolades

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Additional Info

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Website www.wealthvest.com
Headquarters Bozeman, MT
Size 1 to 50 Employees
Founded 2009
Type Company - Private
Industry Finance
Revenue Less than $1 million (USD) per year
Competitors Unknown

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