About the job

About Us

We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and legacy planning—always with a personal touch.

The Opportunity

Are you driven by ambition, curiosity, and the desire to shape your own future? If so, this is more than just a role — this position serves as a foundation for a career with no predefined limits to your development or earning capacity.

While we can teach you the technical aspects of financial planning and portfolio management, we are looking for individuals who are sales-focused and motivated to build strong client relationships. Just as important, you should have a genuine interest in wealth management, with a particular passion for financial and retirement planning.

You’ll be immersed in a rigorous mentorship program, working side-by-side with accomplished advisors who are invested in your success. You’ll learn what it takes to build lasting relationships, earn trust, and create real impact for clients—skills that will serve you for a lifetime.

What You’ll Do

• Proactively reach out to potential clients and schedule meaningful conversations
• Research and identify new opportunities using advanced tools and systems
• Collaborate with senior advisors on tailored strategies for retirement, tax, and wealth planning
• Contribute to business development and client service initiatives
• Participate in all aspects of client planning, from investment design to intergenerational wealth transfer
• Build a personal practice, supported by a team that wants you to succeed

Mentorship & Professional Growth

We believe in learning by doing—supported every step of the way. You’ll shadow top advisors, receive one-on-one coaching, and get hands-on experience. We’ll also support your licensing journey (CSC, CPH), ensuring you’re fully equipped to become an independent advisor when you’re ready.

What Sets This Opportunity Apart

• No Limits: Your income and career trajectory are determined by your effort and ambition. There is no ceiling here.
• Selective Environment: We are highly selective. We seek individuals who are serious about building a career, not just finding a job.
• Entrepreneurial Culture: Autonomy, flexibility, and the ability to build something that reflects your personal vision.
• Meaningful Impact: Work with high-net-worth clients and make a tangible difference in their lives.

What We’re Looking For

• Confident communicator with strong relationship-building skills
• Self-motivated, persistent, and comfortable with outreach
• Entrepreneurial mindset and genuine interest in financial services
• Proficient with Microsoft Office Suite
• Bachelor’s degree or relevant business experience preferred

Compensation

Compensation for this role includes a commission component, reflecting the importance of results and client growth in your journey. We’re looking for candidates who are comfortable with a pay structure that rewards performance and initiative, with your earnings directly reflecting the value you create for clients and the firm. The real value of this position lies in the mentorship, professional development, and the opportunity to work with a team that truly supports your long-term success

Ready to Take the Next Step?

If you’re seeking more than just a job—if you want a career where your potential is truly unlimited—we want to hear from you. Submit your resume, and if there’s a fit, we’ll invite you to connect virtually with a senior advisor to discuss the opportunity in depth.

Your future in wealth management starts here.