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ProVision Wealth

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reviews inaccurate - Senior Associate ProVision Wealth Employee Review

1.0
Dec 3, 2024
Recommend
CEO approval
Business Outlook

Pros

-remote work is the main plus

Cons

poor management, unnecessary complex and unhelpful training/poor technology system in place, very large turnover rate

Explore other reviews about ProVision Wealth

5.0
Feb 15, 2024
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Remote, great benefits and PTO policy from day 1!

Cons

I do not have any negatives!

1.0
Nov 21, 2024
Recommend
CEO approval
Business Outlook

Pros

A nice $50 DoorDash gift card during busy season, when you are working 2 weeks of time in one week. (yes this is sarcasm)

Cons

They had a bonus structure in prior years that made employees leave a review on Glassdoor or Linkedin. So be careful reading these comments, as most the positive comments are from the "bonus" period in past. You can clearly see not many positive reviews since then. The Cons: Communication with clients is at a level I have never seen. It is so bad, it makes you laugh. The software is also a joke, 45 minutes to sign off a binder. Literally 1-3 minutes to sign off as preparer on every single document... No IT person, just Laurie, Yet Realization is a main factor in bonuses. Avoid at all cost.

1
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ProVision Wealth Response
1y
We are sorry you didn’t have a great experience. We wish you well!
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