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.
Operations Analyst
McLean, VA
- Bachelor’s degree required. Accounting or Finance background preferred.
- Minimum 1-2 years of RIA operations experience preferred.
- Excellent organizational and time management skills.
- Knowledge of Investments.
- Excellent attention to detail.
- Utilize custodial websites, CRM client database and portfolio management system. Produce reports upon request.
Client Service Associate
McLean, VA
- Bachelor’s degree or equivalent financial services industry experience required
- A strong team orientation. A willingness to help other team members grow
- The ability to think clearly, communicate succinctly, and write well
- Foundational knowledge of key financial, investment and risk management concepts
- Must be detail oriented and have great organizational skills
- Excellent customer service skills
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
Associate Financial Advisor/ Relationship Manager
The Woodlands, TX
- Minimum three-five years financial services industry experience
- Series 65
- Obtain and/or maintain CFP designation
- Detail oriented with strong organizational skills, and ability to manage multiple tasks with accuracy and priorities at once
- Personable with the ability to connect with clients
- Self-starter and aptitude to work with a sense of urgency
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