Open Positions


Senior/Associate Consultants

If you enjoying working with financial advisory firm owners and executives to help them build their businesses, we are hiring consultants.

 

Qualifications

  • At least 3-7 years of experience working in the financial advisory industry

  • CFP and/or MBA preferred

  • Must be willing to travel


Educational Trainer/Guide

If you enjoy teaching others how to run their businesses and enjoy coordinating events within classroom settings, we are hiring teachers.

 

Qualifications

  • At least 5 years of experience teaching business related topics or financial planning to students

  • PhD  and/or MBA in financial planning is preferred


Operations Manager

If you enjoy coordinating many moving parts of an organization and supporting a group of professionals, we want the skills you have.

Qualifications

  • 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


Graphic Designer

If you enjoy working internally doing creative and design work for one company, our brand wants your creative mind.

Qualifications

  • 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


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