Our purpose is to guide people with the financial advice they need to thrive, building long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives
Job Summary
Our purpose is to guide people with the financial advice they need to thrive, building long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
This leader will shape “why EFE”, articulating why this is the best place for planners to build a career and practice, and clearly communication how we are best at delivering for our clients.
We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
Matching Summary
Our purpose is to guide people with the financial advice they need to thrive, building long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Salary
Base: $217,000 - $290,000; Bonus/Equity: discretionary bonus; Benefits: health, dental and other wellness plans, and 401(k) contributions