Great Place to work - Member Advisor I Envision Financial Employee Review

5.0
8 Feb 2024
Recommend
CEO approval
Business outlook

Pros

Excellent work culture Good Management Transparent Leadership

Cons

Linear Promotion path Too much micromanagement Low working limits

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Envision Financial Response
2y
We appreciate your rating and feedback about the culture at Envision Financial! Many of our advisor roles have regular progression paths, as well as ways to specialize your career -- or explore other departments within the credit union. We wish you all the best in following your purpose!

Explore other reviews about Envision Financial

3.0
5 Jul 2025
Recommend
CEO approval
Business outlook

Pros

If you're an advisor and just starting out, going the bank advisor route to start off can be good. Benefits package was good and lots of opportunities for time off.

Cons

Once you get experienced though, leave. They won't pay you what you're worth yet will demand high sales targets with terrible products. They claim they want to help members, but management will get mad at you when you don't sell enough, even though sometimes when providing good advice, nothing needs to be sold. Management for my area was terrible and inexperienced. Corporate culture was toxic and fake too.

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Envision Financial Response
9mo
Thank you for taking the time to share your perspective. We’re glad to hear the early career support and benefits were valuable to you. We also appreciate your candid feedback on areas you feel could be improved. Insights like yours help inform ongoing conversations about how we support our teams and foster a positive work environment.
3.0
2 Jul 2025
Recommend
CEO approval
Business outlook

Pros

Great starting out point to learn the ropes, stable and they are very into work life balance.

Cons

If you are experienced, this it not the place for you. You will be bored out of your mind, but it is easy and slow paced.

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Envision Financial Response
9mo
We appreciate your feedback and we're glad to hear you found value in being part of our team. We understand that different roles and stages bring different expectations, and we appreciate your perspective on how the experience may vary over time.
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