07/15/2026
Here we grow again! We are so blessed to spend our days with the most amazing team and clients! Because of both, we are ready to add more members to our team. 😊
With that in mind, we are hoping our friends and clients can help us find the perfect candidates for two upcoming full-time roles:
- Front Office Coordinator
- Financial Planner/Analyst
It is not lost on us how rare it is to find team members who share our values, care and concern for clients, and a desire to truly serve with excellence and integrity. With that in mind, we are looking for candidates with VERY specific characteristics and qualifications.
We are asking that anyone very serious about applying for one of these roles please send their resume to [email protected]