Join our Team

If you want to be part of a strong entrepreneurial culture that is passionate about what we do and offers opportunity for professional growth then contact us today.

We have the tools, and resources to help you build a great future while sharing your expertise! We welcome people with an innovative mindset and creative thinkers who want to help grow our firm and deliver a “WOW” experience to our clients.

Watch our video describing our culture and company passion!

 

Available Jobs

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced financial planning firm in Wethersfield, CT is looking to expand our team. We have the tools, and resources to help you build a great future while sharing your expertise!


General Inquiry Form