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      ProVision Wealth

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      ProVision Wealth Reviews

      4.1

      82% would recommend to a friend

      (29 total reviews)

      Rob Camp

      Not enough data to show CEO approval

      85% positive business outlook

      Ratings by category

      4.3

      Career opportunities

      4.2

      Culture and values

      4.2

      Diversity and inclusion

      4.2

      Senior management

      4.2

      Compensation and benefits

      4.1

      Work/Life balance

      ProVision Wealth has an employee rating of 4.1 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The ProVision Wealth 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

      29 reviews
      1.0
      Dec 3, 2024

      reviews inaccurate

      Senior associate
      Recommend
      CEO approval
      Business outlook

      Pros

      -remote work is the main plus

      Cons

      poor management, unnecessary complex and unhelpful training/poor technology system in place, very large turnover rate

      1.0
      Nov 21, 2024

      Do Not Work Here. GlassDoor reviews are part of bonus structure.

      Staff accountant
      Recommend
      CEO approval
      Business outlook

      Pros

      A nice $50 DoorDash gift card during busy season, when you are working 2 weeks of time in one week. (yes this is sarcasm)

      Cons

      They had a bonus structure in prior years that made employees leave a review on Glassdoor or Linkedin. So be careful reading these comments, as most the positive comments are from the "bonus" period in past. You can clearly see not many positive reviews since then. The Cons: Communication with clients is at a level I have never seen. It is so bad, it makes you laugh. The software is also a joke, 45 minutes to sign off a binder. Literally 1-3 minutes to sign off as preparer on every single document... No IT person, just Laurie, Yet Realization is a main factor in bonuses. Avoid at all cost.

      avatar
      ProVision Wealth Response
      1y
      We are sorry you didn’t have a great experience. We wish you well!
      4.0
      Nov 10, 2024

      Remote Work, good benefits

      Tax manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote working environment, flexible hours, good PTO and benefits, light Spring tax season

      Cons

      Very heavy fall tax season

      Viewing 1 - 3 of 29 Reviews
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      ReviewsProVision Wealth reviews

      Glassdoor has 29 ProVision Wealth reviews submitted anonymously by ProVision Wealth employees. Read employee reviews and ratings on Glassdoor to decide if ProVision Wealth is right for you.