Associate Advisor

We are seeking an Associate Advisor to join our growing team. This is an ideal opportunity for someone with 0 – 3 years of experience who has the drive to become a Financial Planner with in the next 1-2 years. This is a non-sales position that will work directly with Senior Financial Planners in serving new and existing clients. If this sounds like your ideal career path, please contact us.

Administrative Assistant

Our growing team is currently looking to fill a new role to help with client service and operational tasks. This key role on our team will help maintain client records, facilitate efficient office operations and interact with clients. The Administrative Assistant position is an ideal opportunity for someone returning to the workforce or looking to change careers. If you’re interested in joining our team, please contact Jack McCloskey.

 

Intern

Financial Planning, Tax & Investment Internship – October 2018 through April 2019

We are seeking an Intern that will work with our team as they learn about planning, investments, taxes and the profession.  Among other things, you will assist with investment research, holistic financial plans, specific financial planning topics (such as pension analysis, education analysis, etc.), tax planning and tax preparation. Since we do many things here at Vintage, this is a great opportunity to see how all areas of financial planning fit together. To apply, please contact Jack McCloskey.