Open Positions
Financial Planner
We’re looking for someone that thinks outside the box and wants to operate in a fee-based position to best serve our client base.
Qualifications
- CERTIFIED FINANCIAL PLANNER™ Designee
- Bachelor’s Degree or higher
- At least 3 years industry experience
Investment Advisor Representative
We’re looking for someone that thinks outside the box and wants to operate in a fee-based position to best serve our client base.
Qualifications
- Bachelor’s degree or higher
- At least 3 years industry experience
- Series 65 or qualifying designation
Intern
We’re looking for an ambitious, go-getter, college student who is eager to begin a career in financial planning.
Qualifications
- In junior year or higher of college career
- Professional demeanor and behavior
- Positive attitude and forward thinking mindset