Join Us. We’ve Built Something Special.
Who We Are
In all we do, our clients come first and inspire us to be the best versions of ourselves.
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ur team members are devoted to transparent, attentive guidance, innovative tools and technology, and modern investment philosophies. Without the incentive of proprietary products or investments, we focus solely on optimizing financial success and education, giving clients the confidence to passionately embrace their lives and pursue their goals.
Our Employees' Promise
Our team values diversity and brings a range of skills, opinions, and perspectives to our clients and firm.
Commitment to Our Clients
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Put clients first with highly attentive care and reliability
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Be empathetic to each client’s situation to deliver customized solutions and exemplary service
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Communicate and remove potential conflicts of interest
Commitment to High Integrity
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Uphold core values and fiduciary commitment
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Have a solid and proactive work ethic
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Have a positive, team-player attitude
Commitment to Growth
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Seek ways to contribute to the firm’s success and client offerings
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Be inspired to continually learn and innovate
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Stay curious and challenge the status quo
Our Promise To You
We want to help you fulfill your dreams.
Our Commitment To Meaningful Work
Feel empowered and encouraged to make a difference in the lives of our clients, team, and firm.
- RIA is held to a higher fiduciary standard and is focused on eliminating common conflicts of interest
- Open, transparent channels to communicate and express views
- Ability to enact change at the firm and in our clients’ financial journeys
Our Commitment To Culture & Value
Learn, share, and collaborate in a safe team environment that honors your professional and personal goals and growth.
- Culture of learning, curiosity, and creativity
- Excellent work-life harmony and autonomy
- Retreats and offsite activities refresh perspectives
Our Commitment To Development & Competitive Pay
Receive competitive compensation, benefits, and advancement opportunities focused on outstanding performance, personal contributions, and embodying our core values.
- Firm- and team-centered incentives that promote collaboration
- Benefits and perks that support health and financial wellness
- Clearly defined, fulfilling career paths
Additional Employee Benefits
- Professional affiliations and social connections
- Advancement and raise opportunities
- Training and personal growth opportunities
- Positive, upbeat work environment
- Profit sharing and discretionary bonuses
- Health, Dental, and Vision insurance
- Access to additional insurance benefits
- Holiday and birthday PTO
- 401(k) 3% non-elective match
- Charitable match and volunteer support
- PTO and unlimited unpaid time off
- Telework flexibility
- Mentorship and cross-departmental support
- Dedicated, paid time for industry education and other professional development
- Complimentary financial planning and investment management
Current Openings
CLIENT SERVICE ADMINISTRATOR
We’re seeking a full-time Client Service Administrator who will provide direct administrative support to Financial Advisors in our Santa Barbara office. Ensuring client satisfaction through direct contact with clients and vendors while adhering to regulatory standards is a top priority for this role. Primary responsibilities include phone coverage, scheduling meetings, maintaining calendars and files, completing forms, generating and mailing correspondence, and other duties as assigned.
WEALTH ADVISOR
ASSOCIATE
We’re seeking a full-time, on-site Associate Wealth Advisor. Primary responsibilities include assisting clients with financial planning, retirement planning, investments, and wealth management services. Qualified candidates will have experience guiding clients through financial goals, analyzing investment opportunities, and providing tailored financial advice.