Work at Abacus
We’re on a mission to expand what’s possible with money – and we’re always on the lookout for great people to join our team.
Abacus is an Equal Opportunity Employer.
Financial advice is “what” we do.
Core Values are “how” we do it.
Our core values guide how we operate.
Serve Others
Being in service of our clients, our communities, and each other is at the heart of what we do. As a way of integrating this value into our culture, we also support service through volunteering, employer-provided charitable donations, and pro-bono consulting.
Listen Deeply & Speak with Care
Communication is an art and we work hard to foster an environment of respectful, open dialogue. We offer training and support to practice mindful and intentional communication with our clients and with each other.
Bring Genius
We each come to Abacus with different backgrounds, passions, and skills. We celebrate our individuality and diversity and encourage each other to continually discover, pursue and share our unique genius.
Enjoy
We love what we do, and we have fun doing it. Whether it’s Team Tuesday lunches, holiday parties, or catching up on our latest adventures, we spend 1/3 of our lives at work, so let’s make it enjoyable.
What It’s Like Working Here
We value and care about each of our employees and strive to show it.
We offer a number of benefits that support the unique and individual needs of our people.
Unlimited Paid Time Off
90% Coverage of Employee Health Care Premiums
Dog-Friendly Offices
Up to $10,000 Toward CFP® Certification
Free Snacks & Team Lunches *Gluten free and vegan options available!
Your own Financial Advisor
401(k) with
Employer Match
Up to 16 Weeks of Paid Parental Leave + 2 Weeks Half Time
Individual Charity Allowance of $500
Snapshot of an Abacan
Build relationships
Dive deep into details
Innovate
Listen
Social & environmental impact
Enjoy
Dad (and Mom) jokes
Barista trainings
Always act in your best interest
Genuinely care
Industry jargon
All the talking
Egos
Ignore our environmental footprint
Sacrifice quality for profits
Status quo
Avoid hard conversations
Burn out
Say ‘no’ to coffee (or tea)
Mandate in-person meetings
Stop learning
Where We Work
Some Stats About Abacus
50
% FEMALE CFP®s
Compared to Industry-Wide 23%
34
% PEOPLE OF COLOR
Demographics of our Staff
(66% White)
23
% PEOPLE OF COLOR
Demographics of our Advisors
(77% White)
Ready to Join Us?
Here’s the 4-1-1 on our interview process – plus a few tips to help you stand out amongst the rest!
Interview Tips
You’re reading this, so that’s a great first step! Here are a few other things you may want to know:
Read Up on Our Initiatives
We’re committed to diversity – in both the clients we serve and how we represent Abacus.
Resume
Ensure your resume accurately and succinctly represents your experience.
Application Questions
Spend some time answering these – we really do read them!
Our Team
You can do a little recon on who you’re meeting with here.
During your phone and video interviews, expect to be asked about your background, your interest in Abacus, and what drew you to this field.
What To Expect
We occasionally ask questions designed to demonstrate how you think on your feet and solve problems. Just remember, if you don’t know the answer, it’s okay (and very much encouraged) to say so!
Before your in-person interview, you’ll receive details on who you’ll be meeting with, where to go, and what topics you can expect to chat about. Ultimately, this is where we (and you) decide if it’s a good match.
Emails
If you liked meeting us, follow up emails are always appreciated!
Stay In Touch
No matter the end result, we’ll keep in touch and inform you of any decisions. We won’t leave you hanging!
Learn About Our Values
They’re the words we work by.
Read Up on Our Initiatives
We’re committed to diversity – in both the clients we serve and how we represent Abacus. You can read more about it here.
Resume
Ensure your resume accurately and succinctly represents your experience.
Application Questions
Spend some time answering these – we really do read them!
Our Team
You can do a little re-con on who you’re meeting with here.
During your phone and video interviews, expect to be asked about your background, your interest in Abacus, and what drew you to this field.
What To Expect
We occasionally ask questions designed to demonstrate how you think on your feet and solve problems. Just remember, if you don’t know the answer, it’s okay (and very much encouraged) to say so!
Before your in-person interview, you’ll receive details on who you’ll be meeting with, where to go, and what topics you can expect to chat about. Ultimately, this is where we (and you) decide if it’s a good match.
Emails
If you liked meeting us, follow up emails are always appreciated!
Stay In Touch
No matter the end result, we’ll keep in touch and inform you of any decisions. We won’t leave you hanging!
