Impact Wealth Management

State:
City: Irvine

Website: https://impactwm.com

Industry: Financial Services
Founded: 2009

At Impact Wealth Management, we believe that work should never come at the expense of family. Founded by a husband and wife team who faced their own challenges, we understand the importance of flexibility in the workplace. Our culture is built on empathy and support, ensuring that our team members can prioritize their loved ones without sacrificing their careers.

We offer a variety of benefits designed to promote work-life balance, including flexible hours, paid vacations, and comprehensive health care. Our health savings accounts and retirement plans are just a few of the ways we invest in our employees’ well-being. We want our team to feel secure and valued, both at work and at home.

Collaboration is at the heart of what we do. Our team works closely together, sharing insights and strategies to provide the best financial services to our clients. We foster an environment where everyone’s voice is heard, and we encourage ongoing training and development to help our employees grow in their careers.

We take pride in our mission to provide exceptional service while maintaining a family-first approach. Our employees are passionate about making a difference in the lives of our clients, and this shared purpose creates a strong sense of community within our team.

At Impact Wealth Management, you won’t find a rigid corporate structure. Instead, we embrace a culture that values flexibility, understanding, and personal growth. Join us, and be part of a team that truly cares.

Benefits of Working at this Company

  • Flexible work hours that allow for family commitments and personal time.
  • Comprehensive health benefits, including health savings accounts and paid healthcare.
  • A strong emphasis on ongoing training and professional development.
  • A collaborative environment where every team member’s input is valued.
  • Generous paid vacation policy to help recharge and maintain work-life balance.

Disadvantages of Working at this Company

  • The pace can be demanding during peak financial seasons.
  • As a smaller firm, there may be fewer opportunities for rapid advancement compared to larger companies.
  • Some roles may require a higher level of adaptability to changing client needs.

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