Working at Abacus Wealth Partners | Glassdoor

Abacus Wealth Partners Overview

Santa Monica, CA
1 to 50 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

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  • "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.

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Abacus Wealth Partners Photos

Abacus Wealth Partners photo of: Reading Nook
Abacus Wealth Partners photo of: Modern look in an old building
Abacus Wealth Partners photo of: Our Sebastopol, CA office
Abacus Wealth Partners photo of: Historical Buiding for our Sebastopol Office
Abacus Wealth Partners photo of: Meditatin/Yoga Room
Abacus Wealth Partners photo of: Coffee Bar
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Abacus Wealth Partners Interviews



Getting an Interview

Getting an Interview





    Associate Advisor Interview

    Anonymous Employee in Philadelphia, PA
    Accepted Offer
    Positive Experience
    Difficult Interview


    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.

    Interview Questions

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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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