Wealth Continuum Group Reviews | Glassdoor

Wealth Continuum Group Reviews

Updated Jun 6, 2019

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Found 11 reviews

4.3
StarStarStarStarStar
Rating TrendsRating Trends
83%
Recommend to a Friend
100%
Approve of CEO
James Pierce
3 Ratings
  1. "Dedicated to making your vision of your ideal practice become a reality."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Wilton, CT
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Wealth Continuum Group full-time for more than 5 years

    Pros

    After 8 years with a large life insurance company focused on proprietary product sales, I was looking for a partner that would support my vision to develop a multi-family office providing my clients with comprehensive financial planning services. I partnered with WCG in 2012 after meeting and interviewing a number of potential partners large and small. What ultimately drew me to WCG was not only their dedication to helping...

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    Cons

    There really aren't any. They have supported my vision since the very start.

    Wealth Continuum Group2019-06-06
  2. "Internship at Wealth Continuum Group"

    StarStarStarStarStar
      Former Employee - Anonymous Employee 
      Recommends

      I worked at Wealth Continuum Group

      Pros

      This past spring I was fortunate enough to intern at Wealth Continuum Group. Throughout my internship I expanded my knowledge in the field of financial services, and gained hands on experience in the office. I was able to work on social selling and networking which ultimately lead me to understanding the strong relationships that the advisors have between themselves and their clients. As this was my first internship I...

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      Cons

      There were no cons about my internship. I greatly enjoyed my experience.

      Wealth Continuum Group2018-05-16
    • "It's been a long time!!!"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Administrative in Florham Park, NJ
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Wealth Continuum Group full-time for more than 10 years

      Pros

      I have been in this industry since 1981, and worked at Wealth Continuum Group since 1998! That alone should tell you this is a great place to work and grow! What I like best is the open door policy to discuss ideas and work as a team. There is also great synergy between the management and staff. We respect and utilize each other’s expertise by working together to maximize the results for our financial advisers and...

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      Cons

      Having offices in CT and NJ, we don't get to interact with each other in person often enough.

      Advice to Management

      Continue to find financial advisers that fit our culture and expand our footprint in both CT and NJ.

      Wealth Continuum Group2017-07-13

      Wealth Continuum Group Response

      July 14, 2017Marketing Director

      Thank you for such a great review! We are passionate about working hard for our advisers to make sure they are successful in this career.

    • "Adviser Training"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Anonymous Employee 
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Wealth Continuum Group full-time

      Pros

      WCG has a fantastic training program that provides all the training necessary to be successful in this industry. It includes a 13 week product training, activity based curriculum and the opportunity to obtain your licenses. After successfully completing the fellowship you are again immersed into a training program that provides the foundation for success. Unlike other insurance companies, you are not left alone to...

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      Cons

      Difficulty at times with an office in CT and NJ but there is always open communication between both office locations creating an open door environment.

      Advice to Management

      Continue to provide the support to a new adviser to assist in transitioning one from selling to his friends and family to a more targeted market. The team concept found at Wealth Continuum Group allows for this.

      Wealth Continuum Group2017-07-13

      Wealth Continuum Group Response

      July 14, 2017Marketing Director

      Thank you for your review! We appreciate the positive feedback. We are very proud of our training program and everything else that we offer an adviser that is starting off in this industry.

    • "Great Company and Even Better People"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Marketing Director in Wilton, CT
      Recommends
      Positive Outlook

      I have been working at Wealth Continuum Group full-time for more than a year

      Pros

      We are a family here. Some of the staff and advisers have been with Jim Pierce, the President, for over 15 years. There is an excitement around our rebrand and we are very excited for this year and to see what it offers. I have a lot of creative control over the materials that are created - that wouldn't even be an option elsewhere. Jim is a visionary and has wonderful ideas and he has hand selected his staff to...

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      Cons

      The office space is sometimes difficult to create a relationship with the staff and advisers. But we are constantly planning events outside of the office and trying to engage everyone to come together.

      Advice to Management

      Keep up the great work. There is a lot of exciting things going on in our agency and I am happy to be a part of it.

      Wealth Continuum Group2017-05-03

      Wealth Continuum Group Response

      July 13, 2017Marketing Director

      Thank you for such a wonderful review! We really are dedicated on growing and constantly evolving to be better. Glad you are excited about our rebrand as much as we are! Only bigger and better things to come.

    • "Financial Advisor"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Advisor in Wilton, CT
      Doesn't Recommend
      Negative Outlook

      I worked at Wealth Continuum Group full-time for more than a year

      Pros

      Decent way to get in to the financial business.

      Cons

      Low salary, your quota will be $44k in your first year which is an unrealistic expectation. Don't let the fancy talk fool you you're going to be an insurance agent. You'll be selling life insurance so you'll have to approach friends and family if you don't want to get fired. There's really only about 12 employees that have been there more than 3 years. Very high turnover at this firm even though they brag about...

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      Advice to Management

      Stop bringing garbage people to lecture the emerging advisors as well as the career builders. Humongous waste of time.The mandatory meetings are hindering your employees not helping. To be honest I'm not really sure what most of you do all day. If your going to fire someone, give them proper notice.

      Wealth Continuum Group2017-02-05
    • Helpful (2)

      "Financial Adviser"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Anonymous Employee in Wilton, CT
      Recommends
      Positive Outlook

      I worked at Wealth Continuum Group full-time

      Pros

      Friendly and helpful staff, Great opportunity for growth if you're motivated/willing to put in the time/effort

      Cons

      Lack of relevant training, Not enough office events or team bonding activities

      Wealth Continuum Group2017-01-04
    • "Marketing Director"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Anonymous Employee in Wilton, CT
      Recommends
      Positive Outlook

      I have been working at Wealth Continuum Group full-time for less than a year

      Pros

      The management team are very dedicated and just want the best for everyone that is part of the organization. They truly care about you and your likes and dislikes. You get to see your impact in the organization immediately. The management team will give you the opportunity to make it your own and run with your ideas.

      Cons

      Don't really have a downside. Sometimes it is difficult to get everyone together for social engagements outside of work to build relationships but that is definitely a work in progress because we have been getting a lot of new people in who are excited and have the same values as the management team.

      Advice to Management

      Keep doing what you are doing because it is working. They have a great vision and have the people in roles to accomplish it.

      Wealth Continuum Group2016-03-01
    • "A wonderful company to work for.... never want to leave!!"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Anonymous Employee in Wilton, CT
      Recommends
      Positive Outlook

      I have been working at Wealth Continuum Group full-time for more than 3 years

      Pros

      The in-house training program for new/inexperienced financial advisors is one of the best I have ever seen in any financial services company. You get a chance to learn everything about NLG's philosophy, sales process and product in just 45 days which gets you armed and ready to comfortably approach your prospects/network at the completion of the course. They offer a base salary plus full comissions for the first three...

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      Cons

      The only challenge I can think of is that this industry is not for everybody. We all know that selling and working with other people is not a characteristic that everyone posseses... however for the people who know they can succeed and build a prosperous practice in the financial services industry... this is the place to be without a doubt!

      Advice to Management

      The managing partner and managing director are probably two of the most down to earth, intelligent and supportive managers I have ever had the pleasure of working with. They are always willing to take time out of their days to help out an advisor or staff member and this is refreshing in an industry where people are constantly busy! I do not think you could find better people to work for if you tried.

      Wealth Continuum Group2014-05-09
    • "Great training...tough business"

      StarStarStarStarStar
        Current Employee - Financial Associate 

        I have been working at Wealth Continuum Group full-time for less than a year

        Pros

        Great training. Nice environment and people. Supportive atmosphere.

        Cons

        Generating leads/business is all on you.

        Advice to Management

        More support on generating leads...

        Wealth Continuum Group2013-06-21
      Found 11 reviews