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Winged Keel Group

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Winged Keel Group

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Winged Keel Group Overview

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Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston and DC, the firm ...
Mission: We aspire to be the preeminent life insurance brokerage firm by doing the following; 1. Consistently exceed the expectations of our clients and their advisors. 2. Deliver intelligent advice and diligent service that is unmatched by our competitors. 3. Invest in being ...

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Winged Keel Group Reviews

Winged Keel Group33
Recommend to a Friend
Approve of CEO
Winged Keel Group Principal  Eric Naison-Phillips
Eric Naison-Phillips
13 Ratings
    Anonymous Employee
    Current Employee, more than 1 year
    CEO Approval
    Business Outlook


    - Hybrid work schedule that have flexible office days - Excellent compensation package such as 401k matching and generous PTO - Company really care about employees mental health and financial wellbeing with activities such Summer hours, monthly Financial and Mental Wellness Lunch and Learn along with monthly staff meetings for Company updates - Managers provide feedback and guidance for career path - Company places an emphasis on volunteering and giving back to the local community


    No negative on the Company

    See All 40 Reviews

    Winged Keel Group Photos

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    Winged Keel Group Interviews

    Getting an Interview
    Applied online50%
    Campus Recruiting22%
    Employee Referral17%

    1. Executive Assistant Interview

      Anonymous Employee in United States
      No Offer
      Neutral Experience
      Average Interview

      I applied online. I interviewed at Winged Keel Group (United States) in Feb 2023


      Video call, seemed like it went well. Followed up after a week and was told they were still interviewing. It's been a little over 3 weeks and nothing. Will update if I ever hear anything.

      General questions about experience and background.

      Answer Question

    See All 21 interviews

    Winged Keel Group Awards & Accolades

    • America's Top Financial Security Security ProfessionalsForbes2022

    Winged Keel Group FAQ

    (17 Questions)

    All answers shown come directly from Winged Keel Group Reviews and are not edited or altered.

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    What are perks and other benefits like at Winged Keel Group?

    ...Good benefits and fast growing company...

    June 9, 2021

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    People Also Ask about Winged Keel Group

    Employees rate Winged Keel Group 4.1 out of 5 stars based on 33 anonymous reviews on Glassdoor.

    To get a job at Winged Keel Group, 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 Winged Keel Group and prepare for tough questions.

    Overall, 78% of employees would recommend working at Winged Keel Group to a friend. This is based on 33 anonymously submitted reviews on Glassdoor.

    58% of job seekers rate their interview experience at Winged Keel Group as positive. Candidates give an average difficulty score of 3.2 out of 5 (where 5 is the highest level of difficulty) for their job interview at Winged Keel Group.

    88% of employees think that Winged Keel Group has a positive business outlook. This is based on anonymous employee reviews submitted on Glassdoor.

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    Winged Keel Group Locations

    • Boston, MA
    • New York, NY
    • Richmond, VA
    • San Francisco, CA
    • Washington, DC
    See All Locations

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    Glassdoor gives you an inside look at what it's like to work at Winged Keel Group, including salaries, reviews, office photos, and more. This is the Winged Keel Group company profile. All content is posted anonymously by employees working at Winged Keel Group.