We are in the business of relationship building. With a fee-only, family-centered approach to financial advising, we pride ourselves on keeping client service as our primary focus. We provide a friendly environment focused on family, personal growth, and professional development.
The Client Service Associate/Trader provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other operations team members in a highly professional and collaborative environment. The ideal candidate will possess strong attention to detail and organizational skills.
We are always looking for established financial advisors with years of experience serving clients. Our advisors develop long-term relationships; provide comprehensive financial planning, incorporating all aspects of a client's financial, estate, charitable, and tax planning needs; and prioritize world class service with clear and concise communication to their clients.
Our ideal associate is a recent college graduate or a career changer who is passionate about financial planning. Our associates assist with meeting preparation, comprehensive financial plan writing, and researching topics.
We are seeking a student in their junior or senior year interested in personal financial planning, tax strategies, and investments, who demonstrates professionalism, accuracy, attention to detail, and a desire to help people.
We never have, and never plan to start cold calling prospects. Almost all of our clients come to us from a strong personal referral from an existing client.
We will never ask you to reach out to friends and family for new business.
Our business has grown dramatically by providing world class service with little to no advertising or marketing.
With a small company environment, we welcome your views and opinions, and realize that everyone's opinions have value.
We are in the business of changing lives, creating peace of mind, and serving our clients and their families as their trusted advisor.
We will ask you to work efficiently in a team environment and adhere to our policies and procedures.
We expect our advisors to be highly knowledgeable and constantly learning.
Never grow so big that you cannot provide excellent service to every client: that is our only stipulation.