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Wellby Financial

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Wellby Financial Reviews

2.9

33% would recommend to a friend

(114 total reviews)
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Marty Pell

75% approve of CEO

44% positive business outlook

Wellby Financial has an employee rating of 2.9 out of 5 stars, based on 114 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Wellby Financial employee rating is 22% below average for employers within the Finance industry (3.7 stars).

Reviews by job title

114 reviews
1.0
8 Apr 2025

Micromanaging

Recommend
CEO approval
Business outlook

Pros

Health insurance day off during week

Cons

Weekly Call nights Micromanaging, District team leads will observe you call members. Team members creating fake referrals due to fear of potential losing their jobs. Living in fear of getting in trouble if not meeting quotes quarterly. Shady District leads/Managers telling bankers to open multiple savings/checking accounts for members without them knowing to meet their monthly goals. They say they care of the members but only care about numbers and getting loans. Dont care if member goes into debt, as long as they can make a sale out of them.

1.0
16 July 2024

0/10 do not recommend

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

None, this place is terrible.

Cons

Be prepared to be micromanaged, underpaid, overworked, retaliated against for anonymous survey responses, not trained on any job duties (left to figure it out and you better get it right the first time or it’ll count against you), thrown in the deep end with no guidance on the desired outcome or expectations, lied to or manipulated to prove a point or make an example out of you, be constantly watched, not have coaching or feedback on mistakes, not have growth or development opportunities, deal with office politics and constant finger pointing with lack of accountability, have poor PTO accrual with no sick leave offered, and no flexibility. I wish EEOC complaints against a company were public. I’ll leave it at that. Don’t be fooled by all of the great places to work awards that were probably paid for instead of earned. Things were handled poorly after the hurricane. Everyone (at least in my area or group) was rushed back to the office immediately and was not given any empathy, compassion, or flexibility to recover. Everyone processes these things differently, and what may be insignificant to someone could cause someone else to spiral, either way, I think leadership should’ve proactively worked with their team members to see if they were okay or what they needed, within reason of course. People who had previously scheduled pto on the Monday they were closed due to the hurricane were told they were not eligible for inclement weather pay even though they were closed. It had to come out of their pto. Every company I’ve ever worked for ran by Texans (not Wellby) has shown more compassion towards employees after a natural disaster. Don’t expect that here if it in any way impacts their profits. The fact that every person on my team wants to quit should tell you something. I’m speaking from personal experience and opinions of what my team and I go through. I can’t speak for other departments or teams.

1.0
18 June 2025

No work life balance

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

You’ll do well if you’re great at relationship building at the top. And if you have no family or other responsibilities outside of work.

Cons

- Everything is great in NTO and that quickly changes once you’re in your role. - Top heavy organization with too many VPs - Young leadership - Cliquey - Favoritism - They offer hybrid for back office roles with three mandatory days in office but they really prefer you go into the office 5 days a week. HR won’t disclose anything around hybrid work during the hiring process and will refer you to the hiring manager. - Your time will be maximized on the days you work from home. - There is no sick leave. - Eating at your desk and not taking a lunch break is an unspoken expectation. - As an employee you’re required to share your account numbers as well as those of your family members. - You’ll accrue a little over a day of PTO a month so don’t expect to take a vacation for a while. - You have to notify not only your manager but the entire team for every single little hour you won’t be available. - Healthcare benefits are costly for families. - Anonymous surveys are not anonymous.

Viewing 1 - 3 of 114 Reviews

Glassdoor has 115 Wellby Financial reviews submitted anonymously by Wellby Financial employees. Read employee reviews and ratings on Glassdoor to decide if Wellby Financial is right for you.