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Focus Partners Wealth

Is this your company?

Great company to start with and learn the industry. - Financial Advisor Focus Partners Wealth Employee Review

5.0
27 Feb 2020
Recommend
CEO approval
Business outlook

Pros

Great people, relaxed culture, opportunities to switch departments and relocate if that interests you; flexible PTO

Cons

Becoming a larger company, that small firm feeling is fading

Explore other reviews about Focus Partners Wealth

5.0
21 Apr 2026
Recommend
CEO approval
Business outlook

Pros

A great place to earn your CFP and continue to learn a lot of the technical sides of the industry as an associate. Lots of support to learn the ropes and become a competent advisor.

Cons

It doesn't do as good of a job at teaching you the business development side of the business as much as all the other technical skills at least in your early years. That focus is reserved for once you reach past the associate level. If you want to be somewhere where you can really invest a lot of time into a personal client base in the early years of your career then here may not be a good fit.

4.0
12 June 2026
Recommend
CEO approval
Business outlook

Pros

Flexibility is nice and hard to come by

Cons

New Career Trajectory Issues and a has been stressful recently

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