Career Opportunities

We care about providing our clients an enriching and meaningful experience, and as we grow, we seek new people to join our team and deliver superior service. If you have a proven track record of above-and-beyond client service skills and a work ethic to match, and you’re seeking an established firm that’s continually growing, you’re looking in the right place. We put clients first so that they can in turn put their own communities first. If that sounds like a mission you can get behind, and if you have the tools it takes to excel in one of the following positions toward that end, reach out to us!

Current Open Positions

 

Administrative Assistant

Responsible for supporting our executive team, greeting clients, managing the firm calendar, and performing administrative duties ranging from scheduling meetings, scanning, letter preparation, marketing, and more.

Client Service Associate

Manage client requests, prepare and process investment paperwork, schedule and prepare for client meetings, and perform lite financial planning prep work.

Associate Advisor

Perform a wide range of planning, education, research and analysis duties for both existing and prospective investment and financial planning clients. Must have the ability to utilize critical thinking skills, work independently, anticipate firm needs and client questions, and prepare and participate in client meetings.

Minimum Requirements for all positions:

  • English speaking
  • 40+ WPM
  • 1-3 years’ experience in a financial services firm
  • Intermediate experience in Office, CRM, and document software
    • Experience in financial planning software required for CSA and Associate Advisor positions
    • We use Redtail for our CRM and MoneyGuidePro for our planning software, but experience in other platforms is also accepted!
  • Team-player
  • Creative
  • Tech and Social Media Savvy
  • Values work-life balance
  • Client-Centered
  • Positive/Optimistic
  • Generous
  • Intellectually curious
  • Self-learner and resourceful

Compensation / Logistics / Perks

  • Full time
  • Salaried
  • Retirement plan provided
  • Health benefits plan provided
  • Annual charity sabbatical
  • 10 National Holidays
  • Two weeks (or more) paid time off

How to apply

Please email your resume to [email protected] by copying the contents of your resume into the body of the email. Please include a list of software programs you have used, and you may attach your resume as well. Phone calls are NOT accepted. Upon receiving your resume, we will reach back out to you in the event we decide to move forward in the interview process.