Join Our Team
We help families and business owners navigate one of life's biggest decisions: what happens next. Our team doesn't do generic advice. We dig into your actual situation, understand what matters, and build plans that stick. If you're someone who cares about getting things right — not just fast — we'd like to talk. Work here means working with people who take their craft seriously.
Our Culture
Honest conversations happen first. We skip the corporate theater and focus on what actually moves the needle for our clients. Folks here are curious. They ask tough questions. They're not afraid to say 'I don't know' and then figure it out together. We've built a place where showing up means doing real work that changes people's financial futures.
Employee Benefits
Your income grows as you grow. We tie rewards directly to results, not time spent in the office. No artificial caps. No politics around bonuses.
Medical, dental, and vision from day one. We also cover mental health support and gym memberships because burned-out advisors don't serve clients well.
Every team member gets €2,400 annually for certifications, courses, or conferences. Stay sharp. Stay ahead. We cover it.
Remote days, flexible hours, four-day weeks during summer. We trust you to manage your time. Just deliver for clients.
Long-term players can earn ownership stake. Build wealth while you're helping others build theirs. It's the right way.
Promotion here means more responsibility, more client relationships, more say in strategy. Advancement is real and transparent.
Open Positions
Senior Succession Planning Advisor
Work directly with business owners mapping exit strategies and wealth transfer plans. You'll manage 28-35 relationships, lead complex planning sessions, and coordinate with legal and tax partners. Five years minimum advisory experience required. This role owns client outcomes.
Apply NowFinancial Planning Coordinator
Keep our processes running smoothly. You'll organize client documents, track deliverables, schedule meetings, and liaison between advisors and specialists. Strong organizational skills matter here. This isn't administrative work — it's the backbone of client service.
Apply NowBusiness Valuation Specialist
Analyze and value privately held businesses for succession planning purposes. You'll prepare detailed reports, support due diligence, and present findings to clients. CPA or equivalent required. Work on projects as needed — not a 9-to-5 position.
Apply NowClient Relations Manager
Be the first voice clients hear. You'll manage scheduling, handle inquiries, ensure smooth onboarding, and catch problems before they grow. You don't need finance experience. You need patience, problem-solving ability, and genuine interest in helping people.
Apply NowHow to Apply
Ready to work with us? Send your resume and a note about what drew you to succession planning to [email protected]. Tell us why you're serious about this — not just looking for a paycheck. We'll be in touch within five business days.