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
  • Associate, Client Bookkeeping Services Duties and Responsibilities: Manage individual and/or entity books utilizing Quickbooks Oversee bill payment/accounts payable and expense reporting utilizing Bill.com Read,... Read more
  • Associate, Tax Duties and Responsibilities: Prepare and review estimated tax payments for individuals, trusts, and corporations; prepare and review federal and state... 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.