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Career Opportunities

We are passionate about our employees and proud of their intelligence, skill, and desire to continually learn and grow. We believe that creating and maintaining a positive, professional environment is critical to our success.

We commit to:

  •     Creating a positive workplace
  •     Developing a culture of respect, trust, and caring
  •     Fostering the attitude that achievement and challenge are expected and welcome
  •     Conducting frequent assessments to ensure that employees are motivated and satisfied
  •     Allowing for flexibility so that personal and business growth are aligned
  •     Recognizing individual and team performance
  •     Encouraging team synergy

We work hard for our clients but we have a lot of fun too. Our office is a creative, fun, and dynamic environment. We also take the time for team-building and social events out of the office, and we participate in charitable activities together.

Prospective employees must be eligible to work in the United States without restriction as to duration, and a thorough background check is required to be considered for employment.

Current Open Positions

Client Service Manager

We are looking for people who agree with our mission, who have a passion for excellence, a willingness to exceed client expectations, and exceptional attention to detail. As a Client Service Manager, you will provide excellent customer service and Advisor support. Responsibilities will include but are not limited to:

  • Providing account information to clients and Advisors, and maintaining client relationships
  • Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits
  • Cultivating relationships with clients to proactively help resolve issues and concerns
  • Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution
  • Complying with all industry rules and regulations, as well as all firm policies
  • Greeting guests and clients, providing exceptional service


  • Bachelor’s degree (preferably in business-related field)
  • Relevant client service experience preferred but not required
  • Active Series 65 and/or 7 (a plus but not required)
  • Basic financial industry and product knowledge
  • Proficiency in Word, Excel, Outlook, CRM platforms


  • Excellent attention to detail
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Ability to work independently and multi-task by prioritizing workload to manage time effectively, complete work within deadlines, and produce accurate results

 Compensation & Benefits:

 Competitive salary and comprehensive benefits package:

  • 100% of First 4%- 401(k) Match, Historical 5%-Profit Sharing Plan, Discretionary bonuses
  • 100% Employer-paid Medical and HSA contribution, optional Dental and Vision
  • 100% Employer-paid Life and ST/LT Disability Insurance
  • Three weeks Paid Time Off, Professional Development Program, Charitable Contribution Match Program
  • Positive, family-friendly work environment

If interested, submit a cover letter and resume to