If you enjoying working with financial advisory firm owners and executives to help them build their businesses, we are hiring consultants.
At least 3-7 years of experience working in the financial advisory industry
CFP and/or MBA preferred
Must be willing to travel
If you enjoy teaching others how to run their businesses and enjoy coordinating events within classroom settings, we are hiring teachers.
At least 5 years of experience teaching business related topics or financial planning to students
PhD and/or MBA in financial planning is preferred
If you enjoy coordinating many moving parts of an organization and supporting a group of professionals, we want the skills you have.
At least 5 years of experience in operations role in previous job
Must be able to conduct a working interview, onsite for one day
Must be able to provide multiple references on abilities to multi-task and coordinate fast moving facets of the business operations
Must have basic knowledge of the financial advisory industry
If you enjoy working internally doing creative and design work for one company, our brand wants your creative mind.
Associates Degree in Graphic Design or related degree
At least 2 years of experience in-house or at an agency
Must have extensive knowledge of the Adobe Create Suite and experience working with Microsoft Office
Experience with Squarespace, WIX, Wordpress or other website platform; knowledge of HTML/Coding not required, but a plus