Working at Wealthvest Marketing | Glassdoor

Wealthvest Marketing Overview

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Bozeman, MT
51 to 200 employees
2009
Company - Private
Finance
$10 to $25 million (USD) per year
Crump Life Insurance Services, Ash Brokerage

Wealthvest Marketing Reviews

3.5
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Recommend to a friend
Approve of CEO
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Lincoln Collins & Wade Dokken
11 Ratings
  • Helpful (1)

    "Great people and good opportunities"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Internal Wholesaler in Bozeman, MT
    Former Employee - Internal Wholesaler in Bozeman, MT
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Wealthvest Marketing full-time (Less than a year)

    Pros

    Good base salary and first year opportunities for success - WealthVest expects success but puts failsafes in place to ensure employee financial success.
    Managers are personable and experienced, the whole office feels like a family.
    Internship program gives a good snapshot of what true full time employment will be like.
    CEO cares about employees and company as a whole, strives to improve the office/company through a. Umber of initiatives.
    Top to bottom, WealthVest has some of the most substantial experience for their industry of just about any company in any industry.

    Cons

    Opportunity for long-term career growth/vertical movement within the company seemed lower than other companies.
    Technical skill development other than sales was minimal (understandably so).

    Amount of ideas (which is also a huge benefit of the company) naturally leads some to become disappointed when not all ideas are successful, so temper expectations accordingly.

    Advice to Management

    Doing a great job - I think you're already working on everything. Be realistic with new hires that the nature of sales is that for most, the commissions are slow starting because it takes a while to build business.

See All 21 Reviews

Wealthvest Marketing Photos

Wealthvest Marketing photo of: View from WealthVest Office
Wealthvest Marketing photo of: Falls are gorgeous
Wealthvest Marketing photo of: No explanation needed
Wealthvest Marketing photo of: Summers are idyllic
Wealthvest Marketing photo of: A River Runs Through It was filmed here
Wealthvest Marketing photo of: The Greatest 1 Day Hike
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Wealthvest Marketing Interviews

Experience

Experience
60%
20%
20%

Getting an Interview

Getting an Interview
50%
25%
25%

Difficulty

3.2
Average

Difficulty

Hard
Average
Easy
  1.  

    Marketing Consultant Interview

    Anonymous Employee
    Accepted Offer
    Neutral Experience

    Application

    I applied in-person. I interviewed at Wealthvest Marketing.

    Interview

    Multiple phone interviews. Over promise on level of support and company initiatives. You can get "on-board" rather quickly if you push the process. Otherwise, they move at a Montana pace.

    Interview Questions

    • Before even committing to joining the firm they want to know about other potential marketers they can poach from your current company.   Answer Question
See All 5 Interviews

Wealthvest Marketing Awards & Accolades

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