We are always looking to add new financial advisors who believe in delivering conflict-free advice to clients. We'd love to meet you if:

• You understand the wealth management/financial planning/investment management industry, or you come from a similar industry. (e.g. CPA, estate planning, insurance).
• You're working toward, or are willing to work towards achieving the CFP, CFA or CPA-PFS certification.
• You're literate in investments, insurance, tax and/or financial planning. (You must pass the series 65 exam or equivalent prior to employment).
• You've routinely brought in $100,000 in new annual revenue in the wealth management, or a related professional service based business.
• You can accept variable compensation based on your success.

If you fit these absolute minimum requirements, then you're ready for the hard part. We have two tests that you must pass. First, you must submit a plan to build assets outside of any leads or clients provided to you by Abacus. This is your chance to show us that you not only understand the marketplace and our service offering, but that you also have excellent presentation and writing skills. This is your chance to make a serious impression, so don't discount this step. Please don't just send your resume and a cover letter. Please don't send a boring text-only outline of a sales plan. If you want to be noticed, put in the time and do something exceptional.

Second, we have to like you. When we talk about the Abacus family, we're not speaking false platitudes. We only want to work with people that we like, trust and want to spend time with. We want people who bring enthusiasm, not just to themselves and their clients, but to their team and the firm at large. The process to become an Abacus advisor is not quick, and it involves more than one or two interviews. Be creative, impress us with your communications and don't expect a typical resume to carry you very far.

To apply, please send your resume, sales plan, and any other communications to This email address is being protected from spambots. You need JavaScript enabled to view it. . If we're impressed, you'll hear back from us soon. If not, we wish you the best of success wherever your path takes you.

Our firm is in need of a warm and helpful soul to greet and host our clients and help our staff with administrative tasks. You’ll always be smiling, whether you’re pulling an espresso shot for a client or staff member or you’re sitting at a desk scanning old paper documents for hour after hour.

As part of the job, you will:

• Keep the office organized and in ship-shape condition. You’ll wipe down the coffee bar counters, clear the conference room of dishes after client meetings, keep the snack bar stocked and orderly, make sure the bookshelf looks orderly, empty the dishwasher, etc. You’ll also harass any staff member that keeps their desks or office messy.
• Scan paper documents. We are doing our best to be as paperless as possible, but the world isn’t cooperating. We have a lot of old paper files that we need scanned, and new stuff comes in every day.
• Distributing mail and dealing with mailing stuff out.
• Be the office Barista. We’ll have a fancy espresso machine that needs a skilled hand to make our clients feel like they just walked into a fancy third wave coffee bar.
• Run errands, go grab lunch for the office, pick something up from the Apple store, etc.

That’s the job, but who are you?
• You’re an excellent communicator on the phone, in person, and in writing. This is the most important attribute you possess.
• You sincerely love dealing with people. This is not a job for a wallflower.
• People always ask you to help because when you say you’re going to do something, you do it. Every time. Without fail.
• You don’t make mistakes. Really.
• You’re OK working part-time for $10 per hour. This is a great job for a college student or someone who needs to pick up their kids at 3pm from school.
• You like Coffee and want to learn to make a super good cappuccino (or already do)

Hours and Pay:

Hours are approximately 10am to 3pm. We can be somewhat flexible in start and end times, but we need someone in the office around those hours when our client meetings are most likely being held.

We pay $10 per hour and a pay increase isn’t likely. If you are someone interested in financial planning as a career, we’re happy to have you apply for a full-time position when they open up. But there’s not a built-in career path from this position. We understand that it’s unlikely that someone will stay in this position for the long term.