Horrible Place to Work as a CSR - Client Service Representative Wilde Wealth Management Group Employee Review

Wilde Wealth Management Group consists of a group of honest, intelligent, hardworking people who truly care about their clients and treat their employees with respect. It is a family company (started by father Bill Wilde who still advises clients) led by Trevor Wilde (the oldest of Bill's four children) while also employing the 3 younger siblings, Seth, Vanessa and Whitney. At the heart of the organization is COO Janenne Lackey, who oversees practically every aspect of Wilde Wealth (including operations administration, communications both internal and client-facing, employee relations, strategic planning, project management, vendor management, organizational goodwill and acts of charity, and on and on) and who also provides focused advisory services to her existing client base while somehow managing to remain both approachable and reasonable. While standards are very high in terms of employee performance expectations, there are processes in place to provide ongoing feedback to employees including resources designed to create an environment where everyone truly works as a team and clients' needs are prioritized. While the environment is extremely fast-paced and deadline driven within an industry that demands current knowledge of ever-changing regulations and the highest level of accuracy, the upper management team truly seems to care for everyone that works there and will invest energy, resources and what precious little time they have to support employees both professionally and personally.

Because employees already have a high workload, it is overwhelming to employees when unexpected events result in additional work, even if it is only on a temporary basis.

Only pros were I built meaningful relationships with a few supportive and hardworking coworkers. And a bonus program offered some additional earning potential

The monthly bonus program is not guaranteed and will get taken away with out explanation. No clear structure or defined roles, leading to confusion and overlap. No proper onboarding or training process for new employees. Management lacks leadership, professionalism, and genuine concern for staff. Company culture prioritizes profit over people. Leadership expects gratitude for basic workplace standards or minor gestures. Complaints and concerns are often ignored unless raised by favored employees. No real opportunities for growth or internal promotion. Employees are frequently asked to take on extra responsibilities without fair compensation