Join Our Team
What do you want to build?
For established and rising financial advisors who may want to join us.
Finding the Right Fit
How we are different may align with how you are different
Mission, Values and Vision
We prioritize culture—from its articulation to its expression. Following is a snapshot of what makes us who we are.
Working With Us
Wherever we are, we work hard and put the client first.
Approximately half our team is located near our Carmel, Indiana office. The other half works from our other locations. Depending on the position, we may have opportunities for remote work.
We offer an outstanding array of benefits—highly unusual for a company of our size.
Medical insurance plus health savings account (HSA) contribution
Dental and vision insurance
Flex savings account (FSA)
401(k) with company contribution & profit sharing
Paid time off for vacation and holidays
Flexible work schedule
Company provided basic life insurance coverage, with optional additional coverages
Available ancillary benefits
Support for training, certifications and more
A Note on Investment Interest & Talent
We are seeking to extend our capacity to implement our existing investment philosophy — not replace it with something else. If you have an investment orientation, we invite you to become familiar with our approach and ask us questions.
We are an Orion shop. Two members of our team are former Orion employees. We work to implement investment views highly efficiently across client portfolios while taking into account client-specific matters. Our technical expertise makes it possible for us to provide the high levels of customization—not to mention service—that we do while keeping our fees very competitive compared to what most clients pay elsewhere.
Interested in joining our team?
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