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Roberts Wealth Management

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Roberts Wealth Management Reviews

3.1

40% would recommend to a friend

(17 total reviews)

44% positive business outlook

Roberts Wealth Management has an employee rating of 3.1 out of 5 stars, based on 17 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Roberts Wealth Management employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

17 reviews
5.0
14 Aug 2025

Great company!

Recommend
CEO approval
Business outlook

Pros

Wonderful company who actually puts family first!

Cons

Been here over a year and it's still great.

5.0
19 July 2023

I gained valuable experience

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

One of the main reasons why I stayed with this company for so long was its outstanding team of professionals. I had the opportunity to work with highly skilled colleagues who were always willing to share their knowledge and experience. This allowed me to improve my skills and become a more competent financial consultant.

Cons

The financial industry is very competitive, which made it difficult to meet targets and cope with intense competition at all times.

Viewing 1 - 3 of 17 Reviews

Glassdoor has 19 Roberts Wealth Management reviews submitted anonymously by Roberts Wealth Management employees. Read employee reviews and ratings on Glassdoor to decide if Roberts Wealth Management is right for you.