We hire for judgement and train for technique. Every associate adviser is sponsored through the CFP curriculum and sits in client meetings from the first month.
We hire for judgement and train for technique. Every associate adviser is sponsored through the CFP curriculum and sits in client meetings from the first month.
Support two senior advisers across plan preparation, client meetings and implementation while completing the CFP curriculum.
Own trade preparation, rebalancing reviews and the quarterly performance reporting cycle for 300 household portfolios.
Lead multi-year projections, Roth conversion analysis and coordination with client CPAs across the firm.
First point of contact for account maintenance, custodian paperwork and meeting logistics.
A twelve-week paid programme for penultimate-year students in financial planning, accounting or economics.
CFP, CFA and CPA study costs, exam fees and paid study leave are covered in full.
Employer-funded health cover, a 6% retirement match and a genuine four-week vacation policy.
Advisers become eligible for firm equity after five years. Ownership stays internal.
Our advisers are available Monday through Friday, 8:00 am to 6:00 pm Central. The introductory consultation is complimentary and carries no obligation.
