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Credent Wealth Management

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Extremely Efficient, Extremely Hard on Employees - Anonymous employee Credent Wealth Management Employee Review

1.0
22 Jan 2023
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Very efficient processes, very quick to adapt to new technology, always searching for better ways to do things. New ideas are encouraged and input from younger team members is valued. Headquarters is a very nice, very modern building.

Cons

Career tracks are built with minimum time inputs and performance reviews are very subjective. Employees have to answer strange, outdated questions for the reviews to which management redlines their responses. Any questioning of any management is usually met with extreme hostility, and often firing. The turnover rate when I was employed was 64%. Deadlines are made to push employees as hard as possible. Taking a full lunch is “encouraged” but looked down on. Any cell phone usage is disallowed. Employees are tracked via their badges throughout the building and time away from desks is noted. While you generally have 18 days of PTO, there are blackout dates when you can’t use them (roughly 8 weeks a year: a week before and after quarter-end). Overall, major culture concerns. The stated culture, the mission and vision, are incredible, but the actual implementation of those values is inept. Going home for any reason is looked down on; one time the Wi-Fi went out across the town, and as we could do no work, we thought we should go home. Instead, we were forced to stay, and sat around for 4 hours while the Wi-Fi was out. We could have worked from home and gotten things done, but instead, headquarters came to a standstill because management couldn’t handle everyone going home to work.

Explore other reviews about Credent Wealth Management

5.0
30 Mar 2026
Recommend
CEO approval
Business outlook

Pros

Lots of opportunities for fun projects Very good management Very good team members Pay is good Lots of opportunities to become a subject-matter-expert on specific aspects of the job Job is very collaborative

Cons

Changes to process can be sudden and with little notice

1
1.0
11 Dec 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

There really aren’t any. Maybe the 18 days of PTO (you will ABSOLUTELY need it).

Cons

If you want to be the off-brand tool in someone else’s toolbox of greed, this is the place for you. You will be a pon, nothing more. Unless you directly earn them money, forget about recognition, upward mobility, or any shred of job satisfaction whatsoever. The company is a revolving door of employees. 50 new hires in 2024. Head count didn’t change. Senior ‘leadership’ is only worried about their own salaries. They don’t lead, and can barely manage. Very few people at the company actually demonstrate the core values (all the good people leave). Everyone in the building looks miserable, all the time. You WILL work 8am to 5pm in a cubicle, unless you’re a high-level director or on the Accounting/Finance teams, then you get an office. The company drives away good, hard-working people in favor of mindless drones who will do exactly as they say. Promotions? Forget about it. Your job is your job until you leave the company which, for most, is less than two years. Not only would I not recommend Credent Wealth Management to a friend.. I wouldn’t recommend it to anyone at all. The place is basically blacklisted by area staffing firms. Read the writing on the wall. There’s a reason their Glassdoor rating is so low.

3
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