Working at Abacus Wealth Partners | Glassdoor

Abacus Wealth Partners Overview

Santa Monica, CA
51 to 200 employees
Company - Private
Investment Banking & Asset Management
$10 to $25 million (USD) per year


We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area ... Read more

Mission: To expand what's possible with money.

Abacus Wealth Partners Reviews

  • "Financial Advisor"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Advisor in Philadelphia, PA
    Current Employee - Advisor in Philadelphia, PA

    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.

See All 9 Reviews

Abacus Wealth Partners Photos

Abacus Wealth Partners photo of: Reading Nook
Abacus Wealth Partners photo of: Team Meetings
Abacus Wealth Partners photo of: Green Wall Nook
Abacus Wealth Partners photo of: Bright Work Space with an Ocean View
Abacus Wealth Partners photo of: Philadelphia Conference Room
Abacus Wealth Partners photo of: Coffee Bar
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Abacus Wealth Partners Interviews



Getting an Interview

Getting an Interview




  1. Helpful (1)  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate in Philadelphia, PA
    No Offer
    Negative Experience
    Average Interview


    I applied online. The process took 2+ months. I interviewed at Abacus Wealth Partners (Philadelphia, PA) in September 2017.


    The interview process was extremely frustrating. It started a brief phone interview with HR, which was quick and simple.

    Two weeks later I hear back and they request that I complete a case study. Essentially, you watch a client meeting and write up notes and a follow up email to the client as if you were the assistant in the meeting. I thought I was well prepared and had great feedback. I didn't hear back for over three weeks, but I was asked to move on in the interview process.

    Next was a "technical" interview with a team from a different office. The advisors asked an assortment of financial planning questions (i.e. max contribution to a SEP IRA, above the line deductions, etc). Again, I thought things went well. This time, I waited over another three weeks. I tried to contact HR during this time, but the HR rep took a vacation during the interview process. After nearly a month, they contacted me to tell me they were not moving forward.

    Abacus seems like a great place to work. Unfortunately the interview process will make you pull your hair out. Mine lasted about 2 months, with only about 30 minutes of facetime during that period with the interviewing team.

    If I were to offer advice to Abacus, make these interviews more of a priority. I am fortunate that I am happily employed elsewhere, I simply thought Abacus might be a great fit for my career. Other applicants might be unemployed or unhappy in their current roles and will not be willing to wait 2+ months to get feedback.

    Interview Questions

    • First phone interview is behavioral. Next is a case study. After that is a virtual, skills based interview.   Answer Question
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Abacus Wealth Partners Awards & Accolades

  • Best for the World, B Lab, 2016
  • Best for Workers, B Lab, 2015
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Pledges & Certifications

Pay Equality Pledge

Committed to paying equitably for equal work & experience

Career Advancement Program

Helping employees "upskill" into higher-paying positions

Diversity Commitment

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

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