Wealth Management Group - Advisor - Planner Baker Tilly Employee Review

4.0
29 Sept 2012
Recommend
CEO approval
Business outlook

Pros

Great team environment. The firm promotes team work with the primary goal of servcing clients at the highest level. Employees are treated with respect and have direct access to work with Partners in the firm. Salary and benefits are very good. It is a great learnig enviornment if you want to become a Technician vs. a sales person. We service many high net worth clients and provide investment management as well as very sophsiticated financial, estate and tax planning to these same clients.

Cons

The demands of the client base and stock market can provide for very busy days. This job requires a team member to multi task daily and be flexible to change directions at a moment's notice. Some of this is due to the nature of the business.

Explore other reviews about Baker Tilly

5.0
26 May 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Amazing company, great benefits, great people.

Cons

Cant really think of any cons, I love it here,

1.0
6 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Good Benefits, Generous amount of Holidays and PTO, Hybrid

Cons

Long hours, Toxic culture, Aweful management who have inflated egos that treat staff as they are minions, with no respect. AWFUL pay rate, Sept to January you will have no life during open enrollment. Non stop travel, mandatory Saturday work during December. Every day you work 8:30 - 5:30 then you are expected to go home and work more overtime during busy season. Mandatory OT can be upwards of 10 plus hours per week.

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