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4.0
2 ratings
4.0
Salary & Benefits
5.0
Professional growth
4.0
Work-Life balance
3.5
Recognition & Support
3.5
Culture & Values
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Loring Ward, now known as Buckingham Strategic Partners, is a Financial Services Company based in Silicon Valley, California. Founded in 1990 by Carl Reinhardt, Alan Werba, and John Bowen, their mission is to provide a better wealth experience for Financial Advisors and their clients. They have two fundamental principles: putting investors first and helping advisors spend more time on what matters most. If you're skilled and talented enough in Finance and any other related subjects, then you can apply for a position here. As a member, you can expect benefits such as Health Insurance (covering Dental, Vision, Life, Disability, Accidental Death or Dismemberment and more), 401k Plan, Maternal/Paternal/Family Medical/Unpaid Extended Leave, Adoption Assistance, Vacation, Paid Time-Off/Holiday and so on.

Company - Private
$50M to $100M
Small
Multiple locations
Investing Companies
1990
Alex Potts
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Team

Professional experience

How many years of experience do Loring Ward employees have before joining?
Years of experience at Loring Ward: Newcomers: 19%, Experiencers: 19%, Experts: 28%, Veterans: 34%. Loring Ward employees have 8+ years experience on average before joining.
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Where did Loring Ward employees work before joining?
Where they've worked before Loring Ward: Bellatore Financial Inc, Cafe Rio, Fidelity Investments. Typical Loring Ward employees have worked at Bellatore Financial Inc.
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Bellatore Financial Inc
Cafe Rio
Fidelity Investments
What industries did Loring Ward employees work in previously?
Industry Background: The most typical industries of Loring Ward: Investing Companies, Insurance Agency & Brokerage Firms, Finance & Insurance Companies, Commercial Banking Companies, Investment Banking & Securities Brokerage Firms. Loring Ward employees most likely come from a Investing Companies industry background.
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Where did Loring Ward employees work before joining?
Past employers' size at Loring Ward: Small: 46%, Medium: 3%, Large: 51%. Most Loring Ward employees have previously worked at large companies.
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Educational background

What did employees at Loring Ward study?
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Where did employees at Loring Ward study?
California State University-Chico
California State University-Sacramento
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Employee data

How long do people stay in a role at Loring Ward?
Time employed at Loring Ward: <1: 10%, 1-3: 28%, 4-8: 36%, 9-13: 15%, 14-20: 8%, 20+: 3%. Most Loring Ward employees stay with the company for 4-8 years which is the same as the industry average.
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How does Loring Ward rank for age & gender diversity?
Gender ratio at Loring Ward: 64.7% Male and 35.3% Female. Age ratio at Loring Ward: 16-20: 0%, 21-30: 30%, 31-40: 46%, 41-50: 11%, 51-60: 9%, 60+: 4%. Loring Ward rates - 1.3% more female than the industry average. Most Loring Ward employees are 31-40, which is on par with the industry median age range.
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Career advancement

How does Loring Ward rank for career advancement?
Career advancement at Loring Ward: very high. Loring Ward ranks very high for career advancement which is above the industry average.
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What companies do Loring Ward employees go on to work at?
Future employers of Loring Ward: 23andMe, Abode Services, Affirm, AIG, Albourne Partners Limited. People who work at Loring Ward most typically go on to work for the 23andMe.
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23andMe
Abode Services
Affirm
AIG
Albourne Partners Limited