Mission: To expand what's possible with money
I have been working at Abacus Wealth Partners full-time (Less than a year)
Fantastic mentor ship
Great learning opportunities
Structured associate program
Welcoming and helpful office culture
Values female employees (50% of advisors are female, there are women on the board, the investment committee, and are partners)
You are set up for success and everyone is willing to help you reach your goals.
Someone who does not like to be put in the spot may feel awkward during sales training that includes role-playing different situations.
I applied online. The process took 3+ months. I interviewed at Abacus Wealth Partners (Philadelphia, PA) in September 2017.
I knew about Abacus for a while, having done my homework on the field of fee-only financial planning firms nationwide. I knew that Abacus has 50% female advisors (when industry average is 23%), I knew that Abacus is a B Corp (look it up) and has been one since the concept began. I knew that Abacus walks the talk in terms of values, charitable giving and impact investing. I knew that Abacus has amazing employee benefits (maternity/paternity leave, time off, etc.). I knew that Abacus actually does care about centering client relationships and being rooted in real financial planning. I knew that an opportunity to work as an 'apprentice' (Associate) in this field - in an actually structured path - is incredibly rare. At every turn throughout the interview process, the Abacus staff was friendly, warm and professional, and not afraid to show their unique personality.
The interview process: A structured, multi-step process that took place over 3-ish months (and two coasts). The first step was a 30 minute call with HR, where the overall process was clearly laid out. The second step was an exercise in showing if you have basic listening and writing skills. Then came a 60 minute video call broken into two segments with 2 interviewers on each half of the call. Next was an in -person meeting/interview with the hiring office, and finally an in-person meeting with headquarters. Since I was briefed on all the steps on the front end, I was prepared and aware of where I was in the process at all times.
Pay Equality Pledge
Committed to paying equitably for equal work & experience
Career Advancement Program
Helping employees "upskill" into higher-paying positions
Social Responsibility Pledge
Formal programs or foundation to give back to communities
Has programs that support a diverse and inclusive workforce
First Job Programs
Maintain entry-level hiring and career development programs to give people career starts