Careers

Career Opportunities

  • Analyst, Client Advisory Team Job Responsibilities: Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and... Read more
  • Executive Assistant Duties and Responsibilities: Performs advanced, confidential administrative duties requiring broad and comprehensive experience Schedules and maintains calendar of appointments, meetings,... Read more
  • General Application This posting is for General Applications.  Minimum Position Requirements: Must consent to and have favorable consumer report, background check and... 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.