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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.
Team
Professional experience
Professional Growth
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.
Professional Growth
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.
Bellatore Financial Inc
Cafe Rio
Fidelity Investments
Professional Growth
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.
Professional Growth
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.
Educational background
Educational background
What did employees at Loring Ward study?
Top educational institutions
Where did employees at Loring Ward study?
Employee data
Professional Growth
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.
Culture & Values
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.
Professional Growth
What are the top roles at Loring Ward?
Top roles of Loring Ward: Account Manager, Regional Director, Relationship Manager, Accountant, Vice President. The top role at Loring Ward is Account Manager.
Account Manager
Regional Director
Relationship Manager
Accountant
Vice President
Career advancement
Professional Growth
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.
Professional Growth
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.
23andMe
Abode Services
Affirm
AIG
Albourne Partners Limited
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Discussion about Loring Ward
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When was Loring Ward founded?
Isabella Holmes3 years ago
1990.
gender breakdown at Loring Ward?
Liam Brown3 years ago
gender ratio is 35.3% female, 64.7% male.
What industry does Loring Ward fall under?
Sophie Hayes3 years ago
Banking/Mortgage.
Where is the headquarters of Loring Ward?
Benjamin Gardner3 years ago
It’s in San Jose, CA.
How much revenue does Loring Ward generate?
Sophie Hayes3 years ago
$50m to $100m.
Who is the CEO of Loring Ward?
Liam Brown3 years ago
Alex Potts.
What’s the average length of tenure at Loring Ward?
Isabella Holmes3 years ago
around 4-8 year(s) in my experience
what kind of companies did Loring Ward employees work for?
Benjamin Gardner3 years ago
Large companies before Loring Ward.
are my chances high for career advancement at Loring Ward?
Benjamin Gardner3 years ago
yes, chances of career advancement are very high.
who are employees usually hired by after leaving Loring Ward?
Isabella Holmes3 years ago
23andMe, Abode Services, Affirm, AIG, Albourne Partners Limited, Amazon, Cisco, Dimensional Fund Advisors.
Who are the top previous employers of Loring Ward employees?
Liam Brown3 years ago
Bellatore Financial Inc, Cafe Rio, Fidelity Investments, Santa Clara University, Schwab Advisor Services, Scottrade, Wells Fargo, Working Partnerships.
What’s the average age at Loring Ward?
Isabella Holmes3 years ago
31-40.
Where did most of Loring Ward employees go to school?
Sophie Hayes3 years ago
California State University-Chico, California State University-Sacramento, College for Financial Planning, San Jose State University, Santa Clara University.
What is the mission of Loring Ward?
Isabella Holmes3 years ago
"To create a better wealth experience for Financial Advisors and their clients.We feel every investor is entitled to caring, objective advice in their best interests. We also believe that an Advisor’s greatest calling is to provide authentic, personalized advice to help clients achieve their life goals.".
Minimum age of hiring at Loring Ward?
can I choose not to work on weekends
What kind of degree does Loring Ward want from applicants?
Did you leave Loring Ward on good terms?
Do you get paid on a weekly or biweekly basis?
Is it forbidden to wear flip flops to work at Loring Ward?
How many times were you promoted at Loring Ward if any?
How many vacation days?
Is Loring Ward a good place to start your career?
Does Loring Ward hire people with a criminal record?
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Isabella Holmes
Career Advocate
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