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Focus Partners Wealth

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Mergers Have Led to a Broken System - Wealth Advisor Focus Partners Wealth Employee Review

2.0
Dec 31, 2025
Recommend
CEO approval
Business Outlook

Pros

Work/Life Balance PTO Local Fellow Employees

Cons

The tech has got 10x worse over the last year and the processes now take longer. The systems have been failing on a regular basis. My junior employees no longer have clear career paths. Management used to be very transparent about things especially the firm goals and employee bonus status. In the last year we are now kept in the dark. Started to see many of my colleagues leaving for other places

Explore other reviews about Focus Partners Wealth

5.0
Apr 21, 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.

3.0
Jul 7, 2026
Recommend
CEO approval
Business Outlook

Pros

Resources available to advisors and staff

Cons

Talk about supporting culture, but very corporate

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