Positions
OUR DREAM CAREERS
WE ARE EXPANDING!
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
WE ARE SO EXCITED. AND WE CAN’T WAIT TO MEET YOU.
FAQ-01
SENIOR MANAGING DIRECTOR | Certified Financial Planner®
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Wealth Manager
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Financial Advisor
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Insurance Advisor/Broker
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Health Insurance Advisor/Broker
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Medicare Insurance Advisor/Broker
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Financial Counselor
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Certified Public Accountant®
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Enrolled Agent®
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Financial Records & Payroll Specialist
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
SENIOR MANAGING DIRECTOR | Estate Planning Attorney
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
FAQ-02
Certified Financial Planner®
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Wealth Manager
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Financial Advisor
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Insurance Advisor/Broker
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Health Insurance Advisor/Broker
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Medicare Insurance Advisor/Broker
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Financial Counselor
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Certified Public Accountant®
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Enrolled Agent®
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Financial Records & Payroll Specialist
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
Estate Planning Attorney
We are growing fast—and so are the opportunities! We are seeking passionate individuals ready to take their careers and businesses to the next level. We believe in what we do and have fun doing it. Join us in delivering innovative financial solutions and making a real impact within a dynamic team. If you are passionate, driven, and ready to help clients achieve their financial goals, we want to hear from you as we expand and take on exciting new opportunities!
FINAL DECISION
Once you have completed the application process, we will get back to you as soon as possible with our final decision, hopefully with a big yes!
FEEDBACK SURVEY
No matter the outcome, we will let you know what we think, so we all can learn from the experience. We greatly value your feedback regarding the entire process, so at this point, we will ask you some short, but important questions
INTERACTIVE INTERVIEW
if everything is great with your phone interview, we will schedule an in-person or virtual final interview.
PHONE INTERVIEW
If everything looks good with your resume and qualifications, we will schedule a quick phone call to learn more about you.