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