We pride ourselves in our ability to create significance in the lives of our clients. We seek to build a level of trust that is unprecedented in the industry. We value integrity and kindness. 



Available Positions


Works closely with the Financial Planner to help clients plan their financial future and execute the plan. Responsible for gathering records and reporting outcomes. Para Planner serves as a liaison between the Financial Planner and office staff, completing


Bachelor’s degree from an accredited university: Business Degree preferred

Excellent report writing skills

Ability to analize statistics

Ability to conduct research for appropriate providers and investments

Good understanding of compliance issues

Good time management skills

Excellent interpersonal skills



Performs day-to-day office operations including clerical, reception and office supports functions.


Strong interpersonal skills

Excellent customer service skills

Experience in Microsoft Office suite

Strong verbal and written communication skills

Desire to provide unprecedented customer service

High value in integrity and kindness

Duties and Responsibilities

Answer the telephone, screen and route all incoming calls

Provide administrative support to office staff

Process incoming and outgoing mail

Maintain office supplies inventory

Perform daily tasks requested by advisors and office staff

Schedule and confirm client appointments

Client follow-up

Client data entry

File client paperwork

Assist with production and distribution of quarterly reports

Handle confidential client and organization information


An entry-level advisory role responsible for managing existing client relationships and administers planning advice. Supports new business development efforts


Minimum 3 years experience in investment management and/or Junior Advisor services or financial product sales with demonstrated ability to develop and manage plans and client relationships

Bachelor’s Degree from an accredited college or university: Business Degree preferred

Proficient in Microsoft Office suite and financial planning and securities balancing software

Excellent communication skills

High value in integrity and kindness

Ability to work with a team

Duties and Responsibilities

Service relationships with existing clients

Lead routine and follow-up contact to clients

Coordinate financial planning process with planning team for new clients, portfolio changes and reviews

Participate in new client relationship development.

Participate in advisory planning meetings

Coordinate follow-up workflow for new clients

Serve as liaison between Planning and clients

Develop new business prospects