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.
Office Facilitator
The Office Facilitator will be responsible for creating a positive first impression for visitors and guests, while also providing essential office support and handling various administrative tasks. Interested candidates should review the job description and send a cover letter, resume and transcripts to our address.
