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myCIO Wealth Partners

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Solid Work Experience and Great Place to Work - Anonymous employee myCIO Wealth Partners Employee Review

5.0
6 June 2018
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Every day is different at myCIO. You never get bored. The firm focuses on a wide range of disciplines including tax planning, investment management, and general financial planning. You get to work with a sophisticated clientele which constantly pushes your limits and challenges you to become better. In my experience, the firm has rewarded my efforts with very competitive compensation.

Cons

This is a service business and clients can be demanding so you have to willing to work hard and if you are in a client facing role, you have to be prepared to be on call when needed.

Explore other reviews about myCIO Wealth Partners

5.0
11 Nov 2025
Recommend
CEO approval
Business outlook

Pros

They do a great job on ramping interns to be fully prepared over the course of their first month. They teach things as they become relevant within the quarter, and the whole team is great. Location is nice for Drexel students, and they're moving closer so it'll be even better. A couple happy hours and team lunches contributes to feeling involved, pretty frequent communication with analyst teams and senior leadership which contributes as well. Perfect entry level job I can't stress that enough.

Cons

Only real Con is eventually the work becomes pretty repetitive and you get pretty good at it so it only takes you until lunch to get almost all your work done.

4.0
17 June 2026
Recommend
CEO approval
Business outlook

Pros

It is great experience for an entry level position.

Cons

The compensation for what is expected is lack luster.

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