Careers

As an established, independent firm, we offer the best of both worlds: the agility and client-focused approach of an independent practice with the stability and resources of a thriving wealth management company.

We believe great work happens when talented people collaborate in an environment that values both professionalism and personality. Our open workspace in the heart of Willow Glen reflects our commitment to transparency and teamwork. And yes, we're serious about that mid-afternoon foosball break—because we know that the best ideas often come when you step away from your desk.

Our San Jose office sits in vibrant downtown Willow Glen, where tree-lined streets meet boutique shops and dining. You'll work in a neighborhood that energizes you, with easy access to everything the South Bay has to offer.

We are an independent, established wealth management firm looking for an experienced associate advisor to join our team in San Jose’s vibrant downtown Willow Glen. Our ideal candidate is passionate about helping clients articulate and achieve their financial goals through comprehensive wealth management.  The candidate will be expected to utilize their planner skills, knowledge, and experience in risk management, estate planning, investment management, and retirement planning. This team member will have a unique opportunity to build rapport and engage long-time clients within an intimate, thriving boutique wealth management firm.

We are an independent, established wealth management firm looking for an experienced client-centric associate to join our team in San Jose’s vibrant downtown Willow Glen. The ideal candidate is a team player and will be the lead on client operational implementation. The primary role will be in operations to support the lead advisors via their daily interaction with the firm’s clients. The ideal candidate thrives being part of an intimate team.