Careers

Build Your Future By Helping Others Build Theirs

The investment and financial planning world is fast moving and exciting.  We’re looking for team members who are collaborative, driven and like new challenges.

We serve high net worth clients by offering a wide variety of services that help them manage their complete financial picture.  The work is challenging and very rewarding.

Intern - Financial Analyst (FALL '17)

Our internship program is aimed at students who have completed their sophomore year at college. Applicants should have already taken a basic finance or accounting course and should be interested in a career in finance.

This internship provides some lecture on the core pieces of our financial planning business along with work on actual client cases.

This is a paid internship with flexible hours. It can also be project driven. To apply, use the button below and forward a resumé and cover letter detailing why a career in finance interests you.

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Intern - Marketing (FALL '17)

Our internship program is aimed at students who have completed their sophomore year at college.

This internship provides some lecture on the core pieces of our financial planning business along with work on actual marketing projects including social media, website content and client deliverables.

This is a paid internship with flexible hours which can also be project driven.  To apply, use the button below and forward a resumé and cover letter detailing why a career in finance interests you.

Apply for this Job
Why work with us?

We offer a close-knit, family-like work atmosphere.  We’re family friendly, offer excellent benefits, competitive salaries and the opportunity for advancement.  Because we are small, boutique firm, the work is fast paced and changes frequently as all team members have to wear ‘many hats.’ 

Other skills?

We are always looking for talented and passionated people. If you’re interested in a position not listed here, please reach out with a resumé.  We will retain your information for the future but may not follow up if we’re not currently hiring.

Get in Touch!