CAREERS
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
- CFP® Designation or CFP® candidate preferred
- Foundational knowledge of key financial, investment and risk management concepts
- Excellent project management skills with ability to prioritize and track multiple tasks
- Fundamental knowledge and hands on experience working with eMoney
Financial Advisor
THE WOODLANDS, TX
- Bachelor’s degree, preferably with a concentration in Business, Economics or Financial Planning
- 8+ years of experience with advanced planning
- CFP® designation is required
- Business development experience required
- Strong entrepreneurial spirit with a high level of persistence
- Foundational knowledge of key financial, investment and risk management concepts
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