We are a Black and Latina-owned wealth management firm committed to providing excellent financial advice and impact investing services to affluent households of color and values-aligned institutions. Our client base is diverse, but is overwhelmingly comprised of BIPOC first-generation affluent households; first-generation Americans; wealthy white allies and values-aligned institutions.
We pride ourselves on our commitment to our clients, the communities we serve and creating a welcoming environment for those who have been systemically marginalized by the financial services industry(both employees and clients).
We are a passionate, engaged group that is looking for someone as committed to our clients and community as we are.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We strongly encourage all candidates to apply, including but not limited to women, people of color, LGBT individuals, and people with disabilities.Benefits of being an employee:
- The opportunity to learn and grow in a positive work environment.
- Serving amazing, impact-focused individuals every day.
- A chance to be entrepreneurial and see ideas come to life.
- 4 weeks of PTO.
- Fully remote employment opportunities.
Real, hands-on experience working with some of the brightest minds in our business. Open Positions
We do not have any open positions at this time. Please check back periodically and follow us on social media for updates.