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Strategic Financial Partners Overview

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Wellesley, MA
51 to 200 employees
Unknown
Private Practice / Firm
Finance
$10 to $25 million (USD) per year
Unknown

Strategic Financial Partners Reviews

4.3
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Recommend to a friend
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CEO
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  • "Great mid size agency"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Waltham, MA
    Current Employee - Financial Advisor in Waltham, MA
    Recommends

    Pros

    Great support staff and management, encouraged to work in teams, friendly work place that i would reccomend to close friends

    Cons

    the downsides to working at sfp are the office space, watermill center does need some minor renovations including the parking lot which is currently underway

    Advice to Management

    Keep in mind that it takes time to build a book of business. The management could do a better job at understanding the direct needs of its advisors not the indirect.

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Strategic Financial Partners Interviews

Experience

Experience
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Getting an Interview

Getting an Interview
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Difficulty

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  1.  

    Intern Interview

    Anonymous Employee in Denver, CO
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Strategic Financial Partners (Denver, CO) in November 2008.

    Interview

    The interview process consisted of 2 one on one interviews and a personality test. The firm is a small financial planning firm and I found the employees to be extremely friendly and professional. Dress very professional, show self-ambition and passion for the industry. Know the Industry, the financial planning industry can be an extremely challenging yet rewarding career. Your ability to network with potential clients is crucial.

    Interview Questions

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