Strategies for Wealth

  www.strat4wealth.com
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8 Employee Reviews (View Most Recent)

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Great Financial Planning Position

Financial Planner (Former Employee) New York, NY

ProsAs an associate, you are your own boss and management is very helpful. The culture at the firm is incredible and the support they provide is unmatched in many similar firms. There are weekly meetings and training sessions which allow associates to learn and practice with upper management. The feedback they give is straightforward and they genuinely are interested in the success of every associate. The benefits associates receive are excellent and oftentimes exceed what is provided at similar companies.

ConsCommission based salary and the requirement that all associates must bring in their own clients. However, this also provides opportunity because there is no ceiling to how much you can make.

Advice to Senior ManagementKeep on doing great things!

Yes, I would recommend this company to a friend

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    Changed my life

    Anonymous Employee (Current Employee)

    I have been working at Strategies for Wealth full-time


    Pros: Strategies for wealth has forever changed my life for the better. Everyone who's been here for a while are people I want to emulate,… Cons: It is a very difficult business to start. If… More
    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    • Approves of CEO

     

    Great work atmosphere

    Financial Specialist Assistant (Former Employee) New York, NY

    I worked at Strategies for Wealth as an intern for less than a year


    Pros: - Great work atmosphere - Lots of support and training available… Cons: - had to constantly go through security since I never… Advice to Senior Management: Keep up good work Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More
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