Careers

Build a career with at team and culture that supports you.

We're excited you're here! Team openings appear below as they post. Feel free to still tell us you're interested if you don't see an opening currently. We keep every introduction on file and reach out first as we grow our team.

01 — Ownership

You carry real responsibility early, supported by a team.

02 — Growth Path

Interns and associates move up here. Licensing and designation support included.

03 — Clients

Long relationships, families we have served for decades.

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Introductions welcome year-round
The best time to reach out is before the job exists.
Email us your resume →

Voted Best Places to Work

InvestmentNews Best Places To Work For Financial Advisors for 3 years in a row.

Investment in Our Team

Participation in strategic annual conferences.

10 Paid Holidays

New Years Day, MLK Day, Presidents Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Black Friday, Christmas Day, and Your Birthday!

Paid Vacation Days

10 Vacation days to start. 2 additional days every year from 2-4 years. 18 days after 7 years. 20 days after 10 years.

Paid Sick Leave

10 sick days per year so if you are sick, stay home!

Paid Volunteer Leave

2 days of volunteer leave with a non-profit charity of your choice.

Profit-Sharing Contributions

After 1 year; based on company discretion

401k Contributions

After 1 year; 3% of salary, no match required

Annual Bonus

Targeted at 10% of salary

Partial Cell Phone Use Reimbursement

After 90 days; paid every 6 months

Short-Term Disability

After 1 year; pays out after 30 days, up to 90 days

Long-Term Disability

After 1 year; pays out after 90 days, up to age 65

$50K Life Insurance

100% covered after 1 year

Charitable Gift Program

$500 donated annually to a charity of your choice

Medical Insurance

Basic Medical Plans included at cost for all employees and family members, Health Reimbursement Arrangement (HRA)

Family Leave

Maternity Leave 8 weeks paid time off, plus up to 16 weeks flexible and part time work. Other Parent Leave, 4 weeks paid time off. New Adoption & Foster Placements up to 4 weeks

Gym Membership

Memberships covered for you and your household.
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