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. 


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.

Convergence 2022 Employee Photo

We offer a number of benefits that support the unique and individual needs of our people.

Unlimited paid time off

Unlimited Paid Time Off

90% Coverage of Employee Health Care Premiums

dog friendly offices

Dog-Friendly Offices

Up to $10,000 Toward CFP® Certification

Free Snacks & Team Lunches *Gluten free and vegan options available! 

your own financial advisor

Your own Financial Advisor

401k with employer match

401(k) with
Employer Match

6 months paid maternity leave

Up to 16 Weeks of Paid Parental Leave + 2 Weeks Half Time

Individual Charity Allowance of $500

Snapshot of an Abacan​​

What We Do

Build relationships
Dive deep into details
Social & environmental impact
Dad (and Mom) jokes
Barista trainings
Always act in your best interest
Genuinely care

What We Don't Do

Industry jargon
All the talking
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

Southern California

Southern California

Northern California

Northern California

Some Stats About Abacus


Years in
a row

B Lab’s Best for Workers Award



Compared to Industry-Wide 23%



Demographics of our Staff
(66% White)



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:

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.


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.

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!

Simplify your life with a plan

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