We are passionate about helping people live financially healthier, more productive, and more independent lives. To do that, we need credentialed professionals with a broad range of expertise and experience – from creative portfolio management to estate planning, business ownership and taxation solutions. Working with us is about knowing you can make a difference in people’s lives, so come prepared to guide clients along their path to financial freedom.

We hire and orient new employees for meaningful careers as versatile professionals. We seek career-minded individuals with long-term interests in the fee-only financial planning process and growing our business. We’re also looking for enthusiasm, commitment to teamwork, and integrity. Above all, we’re looking for people interested in applying their skills, knowledge, and experience toward every aspect of the financial planning process and attracting new clients to our practice.

Based in Lower Gwynedd, PA, credentialed professionals receive full-time positions and a complete benefits package. In addition to leading client engagements, they work in other divisions based on their qualifications and the company’s needs. New employees learn the process of our work, our business practices, our systems and procedures, and the core needs of our clients. They build on that knowledge as they grow within the company, helping us create leaders from within.

We accept applications on an ongoing basis and ideal candidates:

• Excel at managing client relationships
• Have technical expertise in a broad range of financial subjects, with exceptional attention to detail
• Are professionally credentialed (CFP, JD, CPA, CFA, CIMA, MBA) and seek a truly entrepreneurial opportunity
• Have five to seven years experience providing financial/investment advice and working directly with clients