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      Envision Financial

      Engaged employer

      Envision Financial Reviews

      Compare reviews

      4.0

      71% would recommend to a friend

      (35 total reviews)
      avatar

      Shelley Besse

      84% approve of CEO

      49% positive business outlook

      Ratings by category

      4.3

      Diversity and inclusion

      4.1

      Work/Life balance

      4.0

      Culture and values

      3.8

      Senior management

      3.8

      Career opportunities

      3.7

      Compensation and benefits

      Envision Financial has an employee rating of 4.0 out of 5 stars, based on 35 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Envision Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      35 reviews
      3.0
      5 Jul 2025

      Not the place to be

      Financial advisor
      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.

      avatar
      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

      Benefits are great

      Financial advisor
      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.

      avatar
      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.
      4.0
      10 Apr 2025

      Good company to work

      Senior financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Great culture Work life balance Good pay

      Cons

      No carrer growth Location limited

      avatar
      Envision Financial Response
      9mo
      We're glad to read that you’re having a positive experience as part of our team! We also appreciate your thoughts on career growth and location, and we encourage you to talk with your people leader about your goals to make sure we can support you throughout your career!
      Viewing 1 - 3 of 35 Reviews
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      ReviewsEnvision Financial reviews

      Glassdoor has 37 Envision Financial reviews submitted anonymously by Envision Financial employees. Read employee reviews and ratings on Glassdoor to decide if Envision Financial is right for you.