Jobs2019-01-16T10:17:42+00:00

Our mission is to create flexible, comprehensive, successful, and longstanding plans that enable individuals and families to accumulate wealth, afford financial milestones, prosper in retirement, and avoid unnecessary risk.

WE'RE HIRING
Part-Time Paid Student Intern
WE'RE HIRING
FT and/or PT Planning Associate/Education Consultant
WE'RE HIRING
Full-Time Administrative Assistant
WE'RE HIRING
FULL-TIME TAX PREPARER/FINANCIAL ANALYST

JOBS

CURRENT OPENINGS

Part-Time College Co-Op Position

Candidates who can help support our local nightly off-site events and help with minimal admin support.

FT and/or PT Planning Associate/Education Consultant

Enthusiastic to meet with parents of college bound children to evaluate if their overall approach to paying for college can be improved.

Full-Time Administrative Assistant

Ideal candidates who can participate in various stages processes and procedures.

Full-Time Tax Preparer/Financial Analyst

Applicants must have experience with federal, state and local tax compliance with individuals with some exposure to partnerships, and corporations.

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