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Focus Partners Wealth

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Great company culture. Excellent benefits, not a ton of upward mobility - Client Service Associate Focus Partners Wealth Employee Review

4.0
Feb 17, 2021
Recommend
CEO approval
Business Outlook

Pros

The culture and community is great. You will always feel important and part of the overall team, and the senior leadership is accessible

Cons

The company only recently started expanding, and the old guard runs the show. You have to get on their good side.

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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