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.
• Fundamental knowledge and hands-on experience working with eMoney.

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.

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

Client Service Associate – McLean, VA

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

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.)