Careers

Finance Intern / Research Analyst

This position will assist the firm’s lead Financial Advisor in performing market research of ETFs, prepping trades for the rebalancing of client accounts, client portfolio/model maintenance, writing articles for the company blog and other related projects. The ideal candidate for this position will be detail-oriented, able to multitask, dependable, organized and a quick learner. Strong Microsoft Excel skills required. Mac skills a plus.This can be an internship for a rising Junior or Senior studying Finance, Accounting, Business or other related subject. It can also be a […]

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Client Data Manager

The Client Manager will support the Lead Advisor in coordinating client financial plans with their investment portfolio. He/she will primarily be responsible for compiling and analyzing client data to develop financial plans within our software. This will include in-depth research and plan manipulation to reach the desired plan objectives. Other responsibilities will include weekly portfolio reporting, rebalancing of portfolios, 401k allocations, writing blog posts and he/she will perform the firm’s trading on a weekly basis.The Client Manager position is a back-office role with limited client […]

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401k Plan Consultant

The 401k Plan Consultant position is an opportunity for a self-starter who has a strong desire to promote small business 401k plans with potential clients. This candidate should have great presentation and people skills as he/she will be directly in charge of pursuing new business. The Plan Consultant position requires extensive knowledge in business 401k plans to provide guidance, educate and grow relationships with existing clients. This position will include presentations and discussions with plan committees annually, plus potential presentations at workshops, conferences and with internal team members.

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