Bogart Wealth Included In The 2022 InvestmentNews Best Places To Work For Financial Advisers Rankings – PR Newswire

“We’ve taken great care in building a fun and caring environment and a family-oriented, collegial and collaborative team.”

Tweet this

Each year, this program is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices, and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.

“The 75 firms presented here go beyond offering financial advisers attractive benefits and perks,” said InvestmentNews. “They create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. In 2022, they’re also taking steps to keep employees safe during the ongoing pandemic.”

Here are the factors that Bogart Wealth believes helped them be included in the rankings:

  • Core values include communication, commitment, teamwork, integrity, growth, and fiduciary
  • Fun, exciting, caring, understanding, and inclusive work environment
  • Family-oriented, collegial, and collaborative group of team players that are always willing to help each other so no one is overwhelmed
  • Team members truly care about one another as individuals and the firm encourages personal connections
  • High level of trust amongst team members
  • Tasks get accomplished quickly and the firm is experiencing rapid growth
  • Value open and clear communication, as well as access and transparency
  • Executives vocalize their appreciation and gratitude on a daily basis and do weekly shoutouts to acknowledge hard work
  • Bi-weekly “Thirsty Thursdays” with specialty coffee brought in
  • Monthly catered lunches
  • Holiday parties and other celebrations
  • Annual ‘Team Appreciation’ days with gifts and catered lunch
  • Generous benefits, including 401(k) with company match, paid time off, life insurance, health insurance, health spending account, dental insurance, vision insurance, professional development assistance, and employee referral program
  • Professional development, career growth opportunities, and service recognition
  • Multiple office locations, including McLean, Virginia, The Woodlands, Texas, and Houston, Texas
  • New office space at the headquarters in McLean, VA – over 10,000 square feet in a modern building at Tysons Corner, open plan office with a collaborative environment, well-lit and uplifting space with great views, up-to-date kitchen with coffee and other refreshments, multiple conference rooms, a professional video/podcast room, and motivational wall art

To learn more about the InvestmentNews Best Places to Work for Financial Advisers rankings and to see the full list of companies …….