Careers

Career Opportunities

  • Analyst, Client Advisory Team Duties and Responsibilities: Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management... Read more
  • Analyst, Investments Duties and Responsibilities: Coverage of various third-party equity, fixed income and private investment managers Review manager letters, background checks, news... Read more
  • Application Analyst Duties and Responsibilities: Deliver support to internal business units for both cloud and on-prem software applications Perform ongoing administrative tasks... Read more

Benefits

  • medical, dental and vision health benefits
  • generous paid time off
  • paid holidays each year
  • matching 401(k) savings plan with immediate vesting
  • short- and long-term disability
  • paid parental leave
  • employee wellness program
  • annual performance bonus
  • employee referral bonus
  • tenure and recognition celebrations
  • free lunch every Wednesday
  • gym membership reimbursement
  • Community Connections, our employee grant and volunteer program

CONTINUOUS LEARNING

Developing our talent is important to who we are and how we sustain our vision. We offer employees multiple pathways for professional and personal growth. Because we view development as a holistic process, our learning systems demonstrate the commitment we make to engaging, rewarding and growing our people.

OUR LEARNING SYSTEMS
Client Skill Development

We advise clients through a family lens by equipping our client advisory team with skills and experiences that address the emotional side of financial decision-making.

Leadership Development

We create unique and diverse curriculum to develop our leaders, current and future.

Professional Development

We grow individual talent through development opportunities that include customized programs, networking opportunities and certification assistance.