Careers

Service Support Advisor: It starts with the fundamentals. You will learn and perform the service-related activities required to take care of high-net-worth clients. You’ll also attain your registration during this time so that you can ultimately become engaged with the development and delivery of advice.

Service Advisor: Immerse yourself in best practices for managing client relationships, while sharpening your technical acumen. You’ll work closely with successful lead advisors to prepare for client meetings. With a seat at the table during those meetings, you’ll begin to engage with clients. This is also the time to identify specializations and pursue accreditations that deepen your knowledge to ultimately lead client relationships.

Lead Advisor: Clients see you as the focal point of their relationship with our firm. You will manage relationships with high-net-worth clients who rely on your guidance and counsel through each stage of their lives. It’s likely you will be their first call when they face important decisions or new life circumstances. As a lead advisor, you’ll also be dedicated to bringing in new clients for the firm.

Practicing Partner:Your contributions and success earn you partial ownership in our firm. As a shareholder, you’ll continue to lead and develop client relationships with a passion while also acting as a role model, mentor, and teacher to team members on the path to partnership.

Competitive Compensation

• Salary
• Bonus
• Commissions
• Deferred Compensation, with options to convert to equity upon partnership

Attractive Benefits