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      Okay - Client Service Associate Essential Planning Employee Review

      4.0
      1 Mar 2026
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Good culture, relaxed atmosphere, caring team

      Cons

      While firm is overloaded with work. Mngmt takes on way too much without the operating capacity. It will push you outside of comfort zone. Firm exists to provide good lifestyle for advisors.

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      4.0
      22 Apr 2026
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Chill coworkers. Lots of opportunity to learn

      Cons

      Take on wayyy too much work. Struggle to get to anything. Expectations way above reasonable.

      4.0
      13 Apr 2023
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Laid back environment Ability to learn comprehensive financial planning

      Cons

      No work from home flexibility

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