Business headline - Business Owner Confidence Wealth Management Employee Review

I find Confidence Wealth to be truly a mission-driven company that prioritizes both its clients and employees. The team's seem to have high dedication to crafting detailed, customized financial plans. To me that demonstrates a genuine commitment to helping clients achieve their goals. What stands out most is the culture of care and support within the organization—ifor the time I worked there, it was clear they value their employees just as much as their clients. Unfortunately, I had to leave due to personal family circumstances, but my time with the company was incredibly rewarding, and I’m grateful for the experience. I highly recommend Confidence Wealth to anyone looking for a company that combines professionalism with heart.

The demand for their services creates heavy work load sometimes

CWM is a well resourced, well organized team that has the capabilities to scale exponentially. This makes my job easy and makes the positions that I recruit for amazing opportunities. Loyalty to current employees is shown through the compensation structure and promoting within.

No flexibility in working hours (must work 9am-6pm PST)