Careers

We are Hiring.

As an exemplary company we choose exemplary people to join our team.
We are selective and present a unique career opportunity.

What matters most to us:

  • Communication
  • Technology Mastery
  • Appearance & Attitude
  • Responsibility
  • Dedication & Idealism

Client Service
Administrator

Requirements

  • Courtesy and patience
  • Strong background in Microsoft Office
  • Demonstrable financial industry knowledge.
  • Experience with Client communication
  • Appetite for increased knowledge

Financial Planner

Requirements

  • Possess CPF®, ChFC® or other credential
  • At least 3 years’ experience serving clients
  • Knowledge of financial planning and fintech software
  • Experience with custodian interfaces
  • Credible reputation
  • Strong relationships in your community

Client Service
Administrator

Requirements

  • Excellent academic background
  • Financial Credentials
  • Service-Oriented track record
  • Insightful, original conceptualizer
  • Your own Client Relationships – a Plus