Diverse company committed to objective, financial help - Financial Coach bei SmartPath: Mitarbeiterbewertung

5.0
17. Jan. 2020
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CEO-Befürwortung
Geschäftsprognose

Pros

SmartPath is not your grandfather's financial planner. We are changing the financial advice game. We offer fiduciary financial coaching that is commission-free, jargon-free, and product sales-free. We help every day Americans get their money right, without ripping them off through insurance or annuity sales. SmartPath is a team of close-knit, financial and tech professionals who are committing to helping all people have access to objective, financial advice. We believe in EQ, empathy, and equity. We believe in flexible work hours, unlimited PTO, and working hard to get the job done. At all levels of the team, individuals have influence and real power to steer the long-term trajectory of the strategy and operations of our organization. - Tech casual dress code - Office snacks - Regular office lunches and team events - Monthly brown bag lunch-and-learns - Quarterly team outings - No time cards - Equal parental leave - Diversity and Inclusion policy

Kontras

- We're a small business, so we wear multiple job role hats in one day. This is a blessing and a challenge. - Adjustments to agile business strategy at times feels like whiplash. - The pace of the organization is incredibly fast. It can quickly lead to burnout.

Mehr Bewertungen zu SmartPath entdecken

5.0
23. Jan. 2025
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CEO-Befürwortung
Geschäftsprognose

Pros

Very flexible and supportive team

Kontras

Not that I know of

5.0
18. Feb. 2020
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CEO-Befürwortung
Geschäftsprognose

Pros

I'm admittedly pretty biased, but this is a great small company to work for. We aim to provide reasonable benefits to employees and grow the offerings every year as we grow. We are a flexible workplace that offers remote working opportunities and don't have a cap vacation. We have transparent discussions with our team every week on the direction of the business. We have monthly team lunches where team members take turns leading a discussion on a topic they're passionate about (from Excel to yoga). We have regular team outings and volunteer opportunities to give back. However, the biggest pro is our work. Helping people with their finances is so powerful and meaningful, even if you're not on the "frontline" as a coach. The stories of impact we have on people's lives is truly incredible.

Kontras

1) Career planning: Because of our current size, we don't have a lot of clearly defined career paths. If you're a ladder climber, SmartPath likely isn't the right fit for you right now. As we grow, that will likely change, but for now, you need to be a self-starter that has a strong entrepreneurial bent. If you want to wear multiple hats and learn by doing, you'd love it here. 2) Open office: the majority of our team sits in an open desk layout in 2 long tables. This is great for team relationships, but detrimental to productivity when you need to put your head down. To address this short term, employees are encouraged to work from home as needed. Long term, we will continue to evaluate better furniture and layout of our office to support the evolving direction of the business.

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