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FORM Wealth Management Group

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Dysfunctional Work Culture - Anonymous employee FORM Wealth Management Group Employee Review

1.0
17 Sept 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

It provided an opportunity for me to set boundaries.

Cons

There is a lack of accountability with leadership. The communication structure is top-down and not collaborative. There is high employee turnover. The company's values did not align with my core values.

Explore other reviews about FORM Wealth Management Group

5.0
24 Nov 2025
Recommend
CEO approval
Business outlook

Pros

All of the team is really supportive towards interns. The intern supervisor does a great job of exposing us to all aspects of the financial advising industry. Most projects are purposeful. I have gained extremely valuable skills that you aren't able to get in a classroom.

Cons

It is a smaller firm, so entry and advancement may be harder to come by

4.0
20 Aug 2019
Recommend
CEO approval
Business outlook

Pros

The founders are great! They definitely know what they are doing and are good to work for. There are other staff members who are helpful as well. Everyone is very professional.

Cons

The atmosphere is kind of toxic, only a few people create it, most of the team is great. As people they are all great; work settings can sometimes bring out people's bad side.

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