Become a Direct Selling Agent
Work independently as a Direct Selling Agent and offer our investment, tax and protection services to your network.
Careers
Explore current opportunities
Browse open roles across advisory, research, tax, client experience and technology, then apply online.
Do the kind of finance work you can be proud of.
We are building an advisory firm where honest, coordinated advice is the whole job. Join the team, share your profile, or partner with us as a Direct Selling Agent.
Why people join us
Meaningful work, done the right way.
- Advice comes firstFee-only and commission-agnostic, so the work is about the client, not the product.
- Work across disciplinesInvestments, tax, protection, retirement and estate planning in one relationship.
- Learn from experienceAn advisory team with 20+ years of experience across market cycles.
- Relationships that last97% client retention means you see the long-term impact of your work.
Three ways to work with us
Join the team in a full-time role, or grow your own practice alongside us.
Current opportunities4
Browse open roles across advisory, research, tax, client experience and technology, then apply online.
View openingsShare your profile
No role that fits yet? Upload your resume and we will reach out when a matching position opens.
Submit your resumeBecome a DSA partner
Work independently as a Direct Selling Agent and offer our investment, tax and protection services to your network.
Apply for DSA
Where you could make a difference
We hire across these teams as the firm grows.
Wealth advisory
Own client relationships and turn goals into coordinated, written plans.
Research & investments
Evaluate funds, managers and asset allocation with evidence, not narratives.
Tax & compliance
Plan taxes year-round and keep every recommendation within regulation.
Client experience
Make onboarding, reviews and service requests feel effortless.
Technology
Build the tools behind portfolio analysis, reporting and the client portal.
- Share your profile
Don’t see your team?
Tell us what you are great at. Good people help us decide what to build next.
How hiring works
A straightforward process that respects your time. Most conversations happen over video.
Don’t see a role that fits? We read every profile and get in touch when there is a fit.
Share your profile- 1
Apply online
Upload your resume and a few lines on the kind of work you want to do.
- 2
Introductory conversation
A relaxed call about your experience, interests and how we work.
- 3
Practical discussion
Work through a realistic scenario together, the way we would with a client.
- 4
Meet the team
Meet the people you would work with before anyone makes a decision.
Free 30-minute discovery call
Prefer to see how we work first?
Explore our services and approach, or start a conversation with the team.
