Join Our Team
Our success is due to the great people we hire and the values that guide us. We attract and retain not just some of the brightest thinkers and creative minds in the industry, but high achievers and doers who thrive in our “can-do” culture.
What it’s Like to Work Here
We have an inclusive environment that offers professional and intellectual challenges, which stimulates innovation and creativity, and that rewards success and effective teamwork. Character, competence, and commitment shape the foundation of our professional staff… not to mention a relaxed, genuine, and caring attitude.
As the world continues to change, so do we. We’re not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking. We seek continuous improvement both individually and as a company.
We Rock What We Do
We show our client’s what’s possible in their lives by making smarter financial and investment choices and showing them how to leverage the latest tech tools, resources, and Apps to help live their best life. Working here is rewarding on many levels. We come to work each day inspired by the immeasurable impact we have on so many peoples lives, and by truly rocking what we do, and how we do it.
What Traits We Look For
In addition to the traits above, we look for educational and professional backgrounds in business, finance, investment management, law, and accounting. Candidacy for, a willingness to obtain, or completion of professional designations and degrees such as an MBA in finance, or business, and a JD, CFA, CPA, or CFP® Certificant are preferred. The primary career paths in our firm are:
- Staff Financial Planner (CFP®)
- Financial Advisor
- Operations & Client Service
- Investment Management & Research (CFA)
You’re bright, confident, intellectually curious, quick-thinking, a great problem solver, and equally important, fun to be around. You know you’re amazing. We are too. Let’s chat so we can explore becoming even more amazing together.