4.022 Apr 2026Chill coworkers but overwhelming workload and high expectationsClient service associateFormer employee, more than 1 yearPortsmouth, NHRecommendCEO approvalBusiness outlookProsChill coworkers. Lots of opportunity to learnConsTake on wayyy too much work. Struggle to get to anything. Expectations way above reasonable.Show more
4.01 Mar 2026OkayClient service associateFormer employee, less than 1 yearPortsmouth, NHRecommendCEO approvalBusiness outlookProsGood culture, relaxed atmosphere, caring teamConsWhile 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.Show more
4.013 Apr 2023Client Service AssociateClient service associateCurrent employee, less than 1 yearPortsmouth, NHRecommendCEO approvalBusiness outlookProsLaid back environment Ability to learn comprehensive financial planningConsNo work from home flexibilityShow more
