Employment Opportunities

Join our team!  

Currently we have many opportunities for the new business being referred to us and are looking for a few select Representatives, Assistants and Interns to add to our office.


Investment Professionals  --  Level One


We are seeking Professionals with Series 24, 7 and 66 licenses, CFP© or CFA© who would benefit from working in a group environment while enjoying competitive payouts. 

We’re committed to building and maintaining working partnerships with our Investment Professionals, encouraging constructive dialogue and feedback. We strive to provide the best customer service as well as having access to the latest technology and resources to help you do what you do best.

If you’d like to discover what a true working partnership is all about, please feel free to call and discuss your future.


Administrative Associates  --  Level Two


Come join a team where you are valued and appreciated for all the work you do behind the scenes.  We are able to provide training and flexible hours.  We are seeking highly motivated, well rounded individuals to join us as Administrative Associates with the primary responsibility of assisting the firm, clients and principal to facilitate and deliver excellent service and exceed expectations.  Give us a call to schedule an interview.  A Series 6 or 7 license is preferred but not required.


Internships  --  For those seeking a career in Financial Services


Our goal is to provide students real world experience in a comprehensive financial planning firm in order to advance the profession.  An opening is available in our office for a qualified, motivated applicant.  This position offers exposure to virtually all facets of a financial planning practice.  We work through the TD Ameritrade RIA Intern Network to provide the best learning opportunites possible.  Please contact us now for summer positions.