Strategic Wealth Designers Overview

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  • www.swdgroup.com
  • Louisville, KY
  • 1 to 50 Employees
  • 2002
  • Company - Private
  • Investment & Asset Management
  • Unknown / Non-Applicable

CompetitorsUnknown

Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, Colorado, Lexington, KY, Cincinnati, Ohio, Indianapolis, Indiana and Plainfield, Indiana. Our certified financial advisors offer fiduciary retirement and wealth management ...
Mission: SWD subscribes to a couple of simple yet unconventional principles when it comes to our client relationships — education and honesty. Our goal is to distill complex financial concepts into simple ideas and language to help our clients make the best financial decisions for ...

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What’s the best way to have a lack of compensation and incentive conversation in your department? I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. I thought my 5 year was going to finally show something but it did not. I’ve inquired about pay but it’s gotten nowhere.

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Strategic Wealth Designers Reviews

4.8
97%
Recommend to a Friend
5.0
Current Employee

"Great company culture with growth opportunities"

Jul 25, 2022 - Administrative Assistant

Pros

Great company culture, growth opportunity, fast pace workplace

Cons

lack of work from home opportunity

Advice to Management

look into remote work possibilities
See All 36 Reviews

Diversity & Inclusion at Strategic Wealth Designers

4.5
(18 Reviews)

Strategic Wealth Designers Photos

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Strategic Wealth Designers Interviews

Experience
Negative100%
Getting an Interview
Applied online100%
Difficulty
2.0
Average
HardAverageEasy

  1. Marketing Coordinator/Administrative Assistant Interview

    Anonymous Employee in Tampa, FL
    No Offer
    Negative Experience
    Easy Interview
    Application

    I applied online. The process took 2 weeks. I interviewed at Strategic Wealth Designers (Tampa, FL) in Jun 2021

    Interview

    I had an initial call with an internal recruiter and then an interview with myself and several people from the company.
    This interview was by far the strangest interview i've ever been in, leaving me uneasy about this job and company.
    The CMO criticized me for having several jobs the past few years but gave me no time to explain that I was a recent college grad and had only one full time job that I realized wasn't right for me. All the rest were internships and summer jobs... so right off the bat that was strange.
    The rest of the interview was even more bizarre. I hardly was given a chance to speak as the CMO spent the next 30 minutes talking with his other 3 female colleagues about how much they liked each other, enjoyed working with each other, loved the trips they take together, and how he cant wait to visit everyones personal homes. this wouldn't be as weird if it wasn't in such a flirty and sexual manner, several times I felt like I was on a reality tv show.

    All in all, they asked me about 3 questions and the interview took an hour. weird stuff...
    Interview

    If you were a kitchen utensil what one would you be?

    Answer Question

See All 1 interviews

Company Updates

August 19, 2020
Charting on the Inc. 5000, the most prestigious ranking of the nation?s fastest-growing private companies, is a special accomplishment for the entire team at Strategic Wealth Designers. The announcement comes on the heels of Strategic Wealth Designers going national and appearing weekly on Fox Business. American corporate icons like Intuit, Zappos, Under Armour and Microsoft are among the companies to have first attained national exposure as honorees of the Inc. 5000. Companies qualifying for this honor are all based in the United States, privately held and over the past 3 years have combined to account for the creation of 1 million jobs.
Shared image - Strategic Wealth Designers Recognized as one of America's fastest-growing privately held companies by Inc. Magazine - Financial Advisors in Louisville, Lexington, Indianapolis, Cincinnati, and Denver
Strategic Wealth Designers Recognized as one of America's fastest-growing privately held companies by Inc. Magazine - Financial Advisors in Louisville, Lexington, Indianapolis, Cincinnati, and Denver
glassdoor.com

Strategic Wealth Designers Awards & Accolades

  • Inc. 5000 Fastest Growing Private Companies in AmericaInc. Magazine2020
  • Better Business Bureau Rating A+Better Business Bureau2020

Pledges & Certifications

  • Career Advancement Program

    Helping employees "upskill" into higher-paying positions

  • Career Advancement Program

    Helping employees "upskill" into higher-paying positions

Strategic Wealth Designers FAQ

(21 Questions)

All answers shown come directly from Strategic Wealth Designers Reviews and are not edited or altered.

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What are perks and other benefits like at Strategic Wealth Designers?

...Positive work atmosphere, great management team, fair compensation, benefits, company trips, feeling valued as an employee, opportunities for advancement...

July 19, 2021

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People Also Ask about Strategic Wealth Designers

Employees rate Strategic Wealth Designers 4.8 out of 5 stars based on 36 anonymous reviews on Glassdoor.

To get a job at Strategic Wealth Designers, browse currently open positions and apply for a job near you. Once you get a positive response, make sure to find out about the interview process at Strategic Wealth Designers and prepare for tough questions.

Overall, 97% of employees would recommend working at Strategic Wealth Designers to a friend. This is based on 35 anonymously submitted reviews on Glassdoor.

88% of employees think that Strategic Wealth Designers has a positive business outlook. This is based on anonymous employee reviews submitted on Glassdoor.

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