We’re looking for people who aren’t afraid of dreaming big, working hard and never settling for anything less.

Our Culture

Our Open Opportunities

<strong>Financial Planning Assistant </strong>

Financial Planning Assistant

We are looking for someone who has an interest in assisting the Director of Financial Planning in implementing our process and servicing our clients and prospects. We need someone who can work unsupervised and independently, while being part of a team focused on creating a Ritz Carlton experience.

We have a strong team at SimplePath and we are looking for individuals who will be a positive addition and who will help us expand our services so that we have more clients living their best lives through proper financial planning. There is plenty of career and personal growth potential including becoming a CFP® or advisor, if desired. This is a full-time, in-person position and is not a sales role. 

Marketing Coordinator

Marketing Coordinator

We are seeking an individual to directly assist in the growth of the firm by developing and cultivating new business opportunities with qualified prospects that could benefit from our services. 

You should genuinely be a people-person with a passion for helping others and creating relationships.

Having a sharp phone presence with excellent listening skills, a love for building rapport with our prospects and clients both over the phone and in person is a must. You should additionally enjoy finding new and innovative ways to attract and engage our ideal client through effective marketing, while helping to persuade them to meet with an advisor and consider working with our firm.

About Our Company

We are a boutique, women owned financial planning firm focusing on retirement and legacy planning for women, high net worth families and business professionals. Based in Palm Harbor, FL we provide a high touch and comprehensive service to our clients and their families. We assist with Tax Reduction Strategies, Investment Advice, Legacy Planning, Insurance Planning, Social Security and Medicare Planning.
 
Why should you consider working with us?
We offer a unique opportunity to work in a beautiful work environment with an award winning financial advisory team that celebrates and shares their success with their team members. You will have a fun and fulfilling career where your work will truly be appreciated and rewarded. You will have the opportunity to learn and sharpen your skills while being part of a team that is passionate about helping our clients achieve their financial goals. We provide everything possible to ensure each team member reaches their full potential.

We are also accepting applications for consideration for select skilled positions.

Customer Service

Advanced Planning Associate
Client Service Associate


Administrative

Front Desk/First Impressions
Executive Assistant
Bookkeeper

Financial Planning

Financial Advisor
Medicare Agent 
CPA/Tax Planning