We have a wide range of services that offer many opportunities for our team members to grow and develop. We are always interested in talking with people who think they would be a good fit for our team based on their experience and capabilities. We also have a number of specific job openings for specific positions.
We offer a competitive compensation commensurate with experience and education, as well as opportunities for personal and professional growth. We assist employees with the cost of obtaining professional designations and continuing education. We also offer the potential for a flexible work schedule as an employee develops.
Current Openings
Service Advisor
The Service Advisor position is focused on delivering an exceptional client experience. Whether sitting in support of a Lead Advisor or managing the relationship independently, you are responsible for working with clients directly, managing the financial planning process, and continuously providing high levels of value. 5+ years of experience and the CFP are required for this role. Interested candidates should review the job description and send a cover letter, resume and transcripts to our address.
Operations Manager
The Operations Manager will work closely with leadership to build out, improve and manage operational processes, technology integration and optimization, client experience, marketing, and the team. 5+ years of progressive experience in our industry is required, and we are particularly interested in those with a strong and diverse technology background. Interested candidates should review the job description and send a cover letter, resume and transcripts to our address.
