Evolving and Expanding - Certified Financial Planner MissionSquare Employee Review

4.0
Sep 15, 2025
Recommend
CEO approval
Business Outlook

Pros

MSQ is under new leadership led by a CEO that has a vision of broadening the company's appeal to it's current clients, and targeting new clients by becoming a more full-service financial services company. It's exciting.

Cons

The jury is out on whether this new direction will be wise. Our current clients may sense the shift that we have gotten more sales oriented as opposed to current status as service oriented, and the field may not like the culture shift necessary to become more sales oriented.

Explore other reviews about MissionSquare

5.0
Apr 22, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The people and culture are generally supportive, and it’s easy to find teammates willing to help you succeed. The work feels mission-driven, which adds a sense of purpose and makes day-to-day projects feel meaningful. Overall, it’s a stable environment where you can build solid experience!

Cons

Some processes can take a bit longer due to multiple layers of review and approvals, which is understandable in a structured environment. This can occasionally slow momentum when timelines are tight, but with clear communication and planning it’s usually manageable. Over time, you learn how to navigate the cadence and keep projects moving forward.

1.0
Jul 16, 2026
Recommend
CEO approval
Business Outlook

Pros

none miserable left after one month

Cons

no support rude insecure and frankly incompetent co workers and leadership

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