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.
*Please apply using the links below or email your cover letter and resume to [email protected]
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
- Fundamental knowledge and hands on experience working with eMoney
- Must be able to work independently and as a team player
Or email your resume and cover letter to [email protected]
Advisory & Business Development Manager
McLean, VA
- Bachelor’s degree, preferably with a concentration in Business, Economics or Financial Planning.
- 8+ years of experience with advanced planning or wealth management
- 5+ years in a similar managerial role.
- Business development experience required.
- Excellent project management skills with ability to prioritize and track multiple tasks.
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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