At TrueWealth, LLC, 100 percent of employees say their workplace is great.

EMPLOYEE RATINGS

     

This review is based on 25 employee surveys, with a 90% confidence level and a margin of error of ± 3.29. It was published on May 5, 2016. 5914 Visitors

What Employees Say

I'm proud to tell others I work here.
100%
 
People celebrate special events around here.
100%
 
People care about each other here.
100%
 
Management is honest and ethical in its business practices.
100%
 
People here are willing to give extra to get the job done.
100%
 

What They Do

We asked TrueWealth, LLC to explain what they do. Here is what they had to say.

We provide independent wealth management services to individuals and families. Our wealth advisers are known for combining informed expertise with a highly personalized experience to help our clients meet their financial—and life—goals.

About this Company

Website: www.truewealth.com Industry: Financial Services & Insurance
US Headquarters: Atlanta, Georgia US Sites: 1
Major Locations: Atlanta, Georgia US Employees: 26
US Revenues: $6.60 million Worldwide Revenues: $6.60 million
Corporate Structure: Partnership; Private Founded: 1999

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Perks and Programs

We asked TrueWealth, LLC to share a few programs they feel really capture what's unique about their workplace. Here is what they had to say.

  • Fully Paid for Benefits: TrueWealth pays 100% for employee benefits. Benefits Preview: https://secure.zenefits.com/benefitsPreview/requiredInformation?token=d84f1967-239c-4ada-be9a-2381983e45c6
  • Wellness Program: TrueWealth offers employees a choice of a FitBit.
  • Onsite Gym: TrueWealth has free access to an onsite gym.
  • Free Parking: TrueWealth pays for employee parking. If you take public transportation, the company will also pay for your commuter pass.
  • Elevating Desks: TrueWealth provides elevating desks for all employees, so they can stand while they work.
  • Tuition Reimbursement: TrueWealth provides tuition reimbursement for graduate programs, CFP review courses, and CFP exam.

COMPENSATION BY THE NUMBERS

$202,447 Average salary and additional cash compensation for Wealth Adviser100% Company-paid health coverage for employees

COMPENSATION PROGRAMS

  • 401(k) plan
  • Pre-tax savings account

PERKS TO MAKE LIFE EASIER

  • Fitness classes
  • Dry cleaning
  • Car wash
  • Banking
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WORK-LIFE BALANCE BY THE NUMBERS

28 days Paid time off after one year of full-time employment Set days Paid sick days after one year of full-time employment
4 weeks Unpaid sabbatical after 10 year(s)

WORK-LIFE BALANCE PROGRAMS

  • Flexible schedule (38% use it)
  • Phased retirement planning
  • Telecommute option (35% use it)

FAMILY CARE BY THE NUMBERS

60 days Job-protected maternity leave30 days Average length of maternity leave new mothers take
60 days Job-protected paternity leave60 days Job-protected parental leave for adoptive parents

FAMILY CARE PROGRAMS

  • Lactation room(s)
  • Paid sick leave to care for a child or relative
  • Elder care resources

HEALTH INSURANCE COVERS

  • Medical care
  • Vision care
  • Mental health care
  • Dental care
  • Prescription drug subsidy
  • Alternative treatments (such as acupuncture, homeopathy, or chiropractic)

ONSITE HEALTH BENEFITS

  • Cholesterol tests
  • Complete biometric screening
  • Blood pressure screening
  • Fitness center (at all locations)

Community Involvement & Philanthropy

$5,000 Philanthropic donations in last year

Diversity

  • Married employees in same-sex or heterosexual relationships receive the same benefits
  • Non-birth parents in same-sex relationships can take parental leave

Executive Diversity

 
Thanksgiving

Demographics

 
TrueWealth Reception

How to Get Hired

We asked TrueWealth, LLC for some inside information on how to get hired at the organization. Here is what they had to say.

What key characteristics tell you a prospective employee will be a great fit for your company?

We seek entry-level candidates for our advisor-track Client Service Associate openings. Successful employees will be polished self-starters with excellent communication skills and a solid command of technology. All positions demand a strong client service orientation, an acute attention to detail and the ability to handle confidential and sensitive information with discretion.The fast pace of our office requires team members to possess self-confidence, a positive attitude, flexibility and an ability to continuously manage multiple priorities and tasks. All employees must also actively apply TrueWealth's Core Values - Integrity, Excellence, Caring, Optimism, Balance, Accountability -  to all aspects of their job. 

 

 

What can prospective employees do to get your attention?

We hire entry-level staff with the intention of training and coaching them to become wealth advisors, so show us that you are passionate about financial planning! How do you show us? ->Join a student association connected with financial planning at your University, such as Financial Planning Association. -> Find an internship at financial planning firm. -> Attend financial planning events/conferences/workshops. ->Research the industry. 

Are there any positions or types of candidates you are particularly focused on hiring in this coming year?

We seek entry-level candidates for our advisor-track Client Service Associate (CSA) positions. Typically, we hire in March for our June CSA openings and September for our January CSA openings.  

What should interested candidates do to find out more and get started?

To learn more about TrueWealth, go to our website, truewealth.com. You can apply for any openings directly on our career page at http://www.truewealth.com/about/careers/ or by sending a cover letter and resume to careers@truewealth.com.  

hiring Outlook

4 Job openings forecast for coming year 8% Job Growth
26 Average applicants per opening 79 Applications received
3 Positions filled in past year 33% New hires by employee referrals
Yes Recruits on college campuses 1 New graduates hired
* All figures refer to 12-month period prior to reporting, unless otherwise noted.

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