Careers

Provide financial planning and investment guidance to our clients. Co-present financial planning tips in local workshops. Manage written communications, phone calls, and in-person meetings with clients.

Logistics: Full time, salaried, 401k Match, Health Care Plan, 3+ weeks paid time off and 10 national holidays, 3 days a week in office with at-home work possibility.

Draft written client communications, gather and post marketing content, assist in planning workshops, attend and annotate client meetings, greet clients in office and more.

Logistics: Full time, salaried, 401k Match, Health Care Plan, 10 days paid time off and NYSE  holidays, In office position with opportunity for hybrid. 

Compensation Range Dependent on Skills and Experience:

$40,000-50,000/year

Assist in financial plan preparation, investment report preparation, client meeting attendance and annotation, investment research, business operations tasks and more.

Logistics: Part-time, 1099, by semester with potential for a multiple-semester position and opportunity to apply to full time position, work in BG office with hours flexing around education class times.

Compensation Range Dependent on Skills and Experience:

$15-25/hour