Together our mission is to provide the best customer experience possible.

We are team players and help each other so nobody is overwhelmed. 

We believe in results and value work-life balance. Culture is words, but it’s also actions.

Paraplanner – McLean, VA

  • Bachelor’s degree, preferably with a concentration in Business, Economics or Financial Planning.
  • A minimum of 3-5 years of financial planning and client relationship management experience.
  • Fundamental knowledge and hands-on experience working with eMoney.

*Please include Résumé & Cover Letter

Senior Tax Advisor – McLean, VA

  • CPA or EA designation required.
  • Minimum of 4-5 years of experience in an accounting role and preparing tax returns.
  • Bachelor’s degree in Accounting or related field.
  • Be forward looking from a tax perspective and find ways to optimize our clients’ tax strategies both in the current and future years. Experience and comfort working with high-net worth corporate executives and/or trusts preferred.

*Please include Résumé & Cover Letter

Financial Advisor – McLean, VA

  • Bachelor’s degree, preferably with a concentration in Business, Economics or Financial Planning
  • 8+ years of experience with advanced wealth planning
  • CFP® designation is required
  • Foundational knowledge of key financial, investment and risk management concepts
  • A passion to help clients achieve their goals

*Please include Résumé & Cover Letter

Client Service Associate – McLean, VA

  • Bachelor’s Degree or Equivalent Industry Experience.
  • Excellent Customer Service Skills.
  • Strong Team Orientation.

*Please include Résumé & Cover Letter

Student Internship – McLean, VA

  • Current College Sophomore, Junior, or Senior in Northern Virginia.
  • Detail-Oriented and Great Organizational Skills.
  • Basic Knowledge of Investment Concepts (Stocks, Bonds, Mutual Funds, etc.)

*Please include Résumé & Cover Letter

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