You need to be good - that's a given

Being proficient at what you do isn’t enough. Our team is full of exceptional talent. To join us, you also have to believe in the same things we do: teamwork, respect, collaboration, integrity, success and accountability. And our principles should feel like second nature to you.

We have the following positions available:

Client Service Associate

Investment Analyst

Associate Adviser

If you are interested in a wealth management career, please get in touch with our talent acquisition partner, Matthew Taylor at Taylor Strategy & Talent Acquisition.

Our principles

Put clients first, always.

Earn trust, be ethical.

Invest based on evidence, not speculation.

Invest to a fiduciary standard.

Collaborate to succeed.

Think sustainability, think long term.

Drive success on purpose - yours and ours.

Like-minded people

What's in it for you?

In a word: opportunity.

The opportunity to work with like-minded people. To learn, grow, lead and, potentially, become a principal. And to be generously rewarded for helping people live their best life.

It doesn’t get any better than that. Just ask our team – there’s a reason our people, like our clients, stay with us for the long haul.