Financial Advisor

We are always searching for experienced Financial Advisors who fit our culture. Advisors seeking independence while maintaining a robust support structure would benefit from a conversation with us. We provide a team environment that allows you to supercharge your career by allowing you to focus exclusively on serving your clients. We take on the practice management, administrative, and asset management tasks and free you to focus on serving your current clients and making new connections. A fit based on culture and values is a must so please visit our about us (link) page to learn more about our values as a firm.


Desired Skills and Experience

  • 3+ years in direct and successful client advisory service
  • BA, BS or higher degree
  • Industry designations such as CFP, ChFC, CLU, CFA
  • Securities licenses (Series 7 or 66)
  • Personal integrity and a commitment to your clients
  • The ability to work well in a team environment and delegate tasks

Wealth Managment Coordinator

We are always searching for experienced Wealth Management Coordinators to join our team. Wealth Management Coordinators are an integral component of our direct client service teams and work with our advisors and portfolio managers on all elements of our service to clients. WMCs work with advisors to build financial plans and models, implement recommendations, respond to client communications and address client needs. A fit based on culture and values is a must so please visit our about us (link) page to learn more about our values as a firm.


Desired Skills and Experience

  • 2+ years in a financial planning or wealth management practice
  • BA, BS or higher degree
  • Securities licenses (Series 7 or 66)
  • The Registered Paraplanner designation or a willingness to obtain it is a requirement, industry designations such as CFP, ChFC, CLU, are a plus
  • The ability to work well in a team environment