Opportunities At EFP

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.

Current Openings

Operations/Administrative Specialist

We are seeking assistance with operations and administrative support. Excellent organizational skills and great attention to detail, as well as a friendly and welcoming personality, are desired.

Senior Advisor

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.

Associate Financial Planner

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.

Financial Planning Internship

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.

Things Our Advisors Are NOT Asked To Do...

Cold Calling

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.

Solicitation of Friends and Family

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.

Blend In

With a small company environment, we welcome your views and opinions, and realize that everyone's opinions have value.

Things Our Advisors WILL Do...

Build Relationships

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.

Be the Expert

We expect our advisors to be highly knowledgeable and constantly learning.

Keep Service First

Never grow so big that you cannot provide excellent service to every client: that is our only stipulation.

Interested in joining our team?