Careers

We may be a good fit if you:

• Prefer service to sales.
• Practice gratitude.
• Enjoy helping others and giving back to your community.
• Like to work in a team setting.
• Are self-motivated.
• Are being driven crazy by compliance and are frustrated by being managed by the lowest common denominator.
• Would like freedom to quickly adopt new technology.

Advisors:

We are looking to bring on two more advisors at the moment. One with 8-10 years of experience and another with 15-20 years of experience.

• You will need to complete a background and credit check.
• We operate under a team-based philosophy. We all take a salary, with bonus based on the profitability of the firm, and a clear path to partnership based on your contributions.

Interns:

• We will work with your availability, but school comes first.
• A 15-20 hour work week is expected while school is in session. Unless you are training, this is a combination of in-person and virtual work.
• The position pays minimum wage.
• We typically hire interns for their sophomore and junior years.
• This is a two-year (24 months) commitment.
• It complements the business classes you take during those academic years.
• Even if you do not go into the field, you will acquire basic knowledge of personal finance and be comfortable with financial terms and theories.
• During the first six months, you will learn from another intern.
• As you complete the basic tasks more efficiently and without errors, you will get to spend more time with interesting projects.
• During the last six months, you mentor the next intern.