Careers

We are seeking a mission-aligned Financial Planner to support our growing advisory practice, with a special focus on serving our Women in Transformation clientele. This role is ideal for someone who thrives in a dynamic, service-oriented environment and is looking to build a long-term career in financial planning. You will work closely with lead advisors to deliver thoughtful, technically sound, and emotionally intelligent planning support tailored to each client's unique journey. Apply for this role.

We are seeking an Associate Financial Planner to join our growing and talented team. The ideal candidate enjoys a dynamic environment and is focused on building a sustainable career through superior client service, earning referrals, and community engagement. The planner should also be comfortable integrating technology into their practice.  Acceptable applicants include those who have completed rigorous advisory training programs, equipping them with the technical expertise to support a lead advisor.  Such roles include existing paraplanner or support advisor roles. Apply for this role.

Our team is seeking a Business Development Officer to join our growing and talented team. The BDO will be responsible for firm-wide business development, including acquisition of new clients, development of referral networks, and creating and maintaining the marketing and branding of the firm. The BDO is comfortable making strategic decisions about the target client and market niche. The BDO’s primary responsibility is bringing new business to the firm and transitioning it to a planner for service and advice. Apply for this role.