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      Wealth Design Group

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      Wealth Design Group Reviews

      4.1

      82% would recommend to a friend

      (5 total reviews)
      avatar

      Rick Ray

      Not enough data to show CEO approval

      78% positive business outlook

      Ratings by category

      4.3

      Culture and values

      4.3

      Work/Life balance

      4.3

      Career opportunities

      3.9

      Senior management

      3.9

      Compensation and benefits

      Reviews by job title

      5 reviews
      5.0
      12 May 2017

      Awesome Place to Work

      Cfp
      Recommend
      CEO approval
      Business outlook

      Pros

      I have been with the company for 18 years. I work with an awesome group of professionals that have helped me grow my business to where I am the top producer.

      Cons

      Can't say anything bad about the company. I have only experienced good things.

      4.0
      5 May 2017

      Financial Advisor

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      I have worked at multiple firms before joining WDG. Great environment of advisors that are focused on adding value to their clients. First place I have been that actually creates complete financial plans, not just says that they will.

      Cons

      This business is great and allows me the opportunity to make a difference in other lives. However, Not a business for everyone. Very entrepreneurial.

      5.0
      5 May 2017

      Financial Advisor

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Great management team that helped me launch my career quickly. The training they provided was really hands on. They really teach you to care more about your clients than getting a sale.

      Cons

      It's a really competitive industry and you've got to be 100% committed to making your success.

      Viewing 1 - 3 of 5 Reviews
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      ReviewsWealth Design Group reviews

      Glassdoor has 8 Wealth Design Group reviews submitted anonymously by Wealth Design Group employees. Read employee reviews and ratings on Glassdoor to decide if Wealth Design Group is right for you.