A bit about us:
With offices across the US, we are a wealth management leader with over $12B in assets under management. With over 30 years of providing expert financial guidance, we offer a unique blend of investment management, financial planning, and family office services to affluent individuals and institutions. Our founder-led leadership, backed by a team of 300+ dedicated professionals, drives an entrepreneurial and collaborative culture across 25+ offices nationwide. As an advocate of Evidence-Based Investing, we use historical data and collective knowledge to create superior strategies. Our employee ownership ensures long-term client relationships, while our holistic benefits package, competitive salary, and emphasis on work-life balance make us an exceptional place to thrive. Join us on this journey towards excellence and innovation!
Why join us?
1. Strong compensation and ultra-comprehensive benefits package along with strong 401k matching (25% of the first 8%), profit sharing, 3 weeks PTO with 10 paid holidays
3. Very flexible work schedule outside of tax season w/summer Fridays included!
2. Amazing team, work environment, and company culture
3. Great vertical mobility and career growth potential!