Careers
Work at the table, not in a lane.
We hire people who are tired of handing clients off. If that is you, we would like to talk.
We are a small firm and we intend to grow slowly. Every hire changes the room. What we look for is the same across roles: judgment, care for the client in front of you, and comfort working alongside specialists in other disciplines.
Open roles are listed below. If nothing fits but you think you belong here, write to us anyway.
Open roles · 2
Associate Financial Planner
Boise, Idaho · Full-timeSupport the founders' planning process: data gathering, plan construction, and client meeting preparation. CFP® track preferred.
Client Service Associate
Bay Area or Boise · Full-timeOwn the client experience between meetings: onboarding, service requests, scheduling, and follow-through.