We’re excited to announce that we’re expanding our team with two new positions.
As we continue to grow, we’re looking for talented individuals to join us in the following roles:
Paraplanner | A fantastic opportunity for a detail-oriented professional passionate about financial planning. This role offers a clear pathway to becoming an Associate Wealth Planner for those who aspire to grow their career in wealth management.
Associate Wealth Planner | We’re seeking an experienced professional with strong financial services knowledge and excellent relationship-building skills. The ideal candidate will be passionate about comprehensive financial planning and committed to delivering exceptional client solutions.
We’d love to connect with candidates who share our commitment to excellence in financial planning and client service.
Do you know someone who might be a perfect fit?
Please feel free to share these roles with qualified candidates in your network.
We appreciate your support and look forward to speaking with you soon.
