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Roberts Wealth Management

Is this your company?

Be Careful - Anonymous employee Roberts Wealth Management Employee Review

1.0
22 Feb 2019
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The employees are all generally nice and have each other's back which helps when the Management decides to publicly shame you. There is also a little kitchen in the office and the company has a personal shopper who picks up food for the employees. But they have this because the CEO doesn't want you to leave for a lunch break. You will constantly hear that "We are a NO LUNCH culture."

Cons

Just look at the staff turnover people are hired, stay for only a couple months and then get fired . When this happens for years, you have to realize it's a leadership problem, not an employee problem. A typical day looks like this, you will be pulled into the CEOs office to be demeaned and shamed for something random, and not related to your job. There is constant confusion in the office - the CEO firmly wants things done a certain way one week, then forgets what she says the next week and yells at staff wondering why they are doing things exactly like how she told them the week before. The problem seems to be, she doesn't know what she wants and has very little knowledge on how to run a business. So she has people scrambling every day while she wastes everyone's time changing business directions all with unrealistic deadlines. All the CEO does is call meetings to listen to herself talk with no real clarity on what the problem is that she is trying to address. You won't be able to mention this or offer suggestions because management is not interested.

Explore other reviews about Roberts Wealth Management

5.0
11 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Super easy to get, just had to reach out and had an interview. Great team and environment.

Cons

Don't learn as much since it is mainly busy work

5.0
14 Aug 2025
Recommend
CEO approval
Business outlook

Pros

Wonderful company who actually puts family first!

Cons

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

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