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      Forum Financial Management

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      Forum Financial Management Reviews

      3.8

      69% would recommend to a friend

      (3 total reviews)

      69% positive business outlook

      Ratings by category

      4.7

      Work/Life balance

      4.4

      Compensation and benefits

      3.8

      Culture and values

      3.8

      Diversity and inclusion

      3.8

      Senior management

      3.4

      Career opportunities

      Reviews by job title

      3 reviews
      5.0
      30 Sept 2025

      High expectations with work life balance

      Partner
      Recommend
      CEO approval
      Business outlook

      Pros

      Management cares about employees personally. While not perfect they try to respond to employee feedback. Smart people who work hard. Growth of the company has created some opportunities for upward progression. Work from home 4 days a week.

      Cons

      Being a company with a flat org structure, there are not established paths for upward progression, so you have to chart your own way a bit, working with HR and your manager to figure out skills and career progression internally. Diverse group at the associate and management level, not as diverse at the advisor level.

      5.0
      9 May 2023

      Great Company, Great Culture, and Great Benefits!

      Adminstrative assistant
      Recommend
      CEO approval
      Business outlook

      Pros

      Forum is by far the nicest and most generous company I have worked with. Pros of working at Forum Financial: Respectful coworkers. Awesome and down to earth leadership. Fun activities planned monthly. Focus on DEI and L&D. No micromanagement as long as you get your work done. Hybrid work schedule allows for flexibility with the work week. Ability to work with various departments. Advisor conferences held downtown or out of state! Fun way to get to know all your coworkers. Big focus on career growth at Forum. Ability to move up in the company with promotions and title changes. If you work hard, you will get the recognition you deserve. Forum supports any type of career growth on a personal level. Overall supportive environment with educated professionals. I would recommend this company to anyone who is looking to grow, learn, and develop in the financial industry.

      Cons

      I dont have any cons for Forum Financial.

      1.0
      29 Mar 2023

      Poor management & communication

      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      - pleasant coworkers - nice benefits offered

      Cons

      - Lack of communication between managers and associates - Having experience is a con to these individuals - Expectations of perfection without prior notice - No opportunity to defend yourself, their decision is final

      Related searches: Forum Financial Management jobs | Forum Financial Management salaries | Forum Financial Management benefits | Forum Financial Management interviews
      ReviewsForum Financial Management reviews

      Glassdoor has 3 Forum Financial Management reviews submitted anonymously by Forum Financial Management employees. Read employee reviews and ratings on Glassdoor to decide if Forum Financial Management is right for you.