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Focus Partners Wealth

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Excellent Culture - Director of Marketing and Business Development Focus Partners Wealth Employee Review

5.0
26 July 2021
Recommend
CEO approval
Business outlook

Pros

Very intelligent group of people, very passionate about helping clients and growing the company. Highly collaborative. Strong and honorable mission and values.

Cons

The company has formed a group to work on DEI initiatives but it will take time to create momentum. This is not necessarily a con; there is change underway.

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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