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

Client Service Specialist

Client Service Specialist

We are looking for someone who has a passion for helping others that can service and love on our clients and their families through proactive and responsive client servicing. We need a team member who can work unsupervised and independently, while being part of a team focused on creating an authentic, caring experience.

You 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® (Certified Financial Planner) or advisor, if desired. This is a full-time, in-person position and is not a sales role. 

Dir. of First Impressions

Dir. of First Impressions

The purpose of this position is to ensure smooth day-to-day operations of the office and Chief Advisor while providing superior customer service to the firm’s prospects, clients and team members. 

The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

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

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


Front Desk/First Impressions
Executive Assistant

Financial Planning

Financial Advisor
Medicare Agent 
CPA/Tax Planning