Join Our Team
Ready to build a career in financial services? We're looking for passionate individuals who want to make a difference in retirement planning education.
Apply TodayApplication Process
We've streamlined our hiring process to be transparent and efficient. Here's exactly what you can expect when you apply to join our team.
Submit Application
Send us your resume and cover letter. We want to know about your experience and what motivates you to work in financial education.
- Complete application form
- Upload current resume
- Write personalized cover letter
- Include relevant certifications
- Response within 48 hours
Phone Screening
Our HR team will call you for a brief 20-minute conversation to discuss your background and answer any initial questions.
- Discussion of work history
- Career goals alignment
- Basic role requirements
- Schedule availability
- Next steps explanation
Assessment Task
Complete a practical exercise relevant to the role. This helps us understand your problem-solving approach and technical skills.
- Role-specific scenarios
- 48-hour completion window
- Clear instructions provided
- Support available if needed
- Feedback on submission
Team Interview
Meet with your potential colleagues and supervisor. This is your chance to ask questions and see if we're a good mutual fit.
- Face-to-face or video meeting
- Meet potential teammates
- Detailed role discussion
- Company culture exploration
- Two-way conversation
Final Decision
Reference checks and final evaluation. We'll contact you with our decision within one week of your interview.
- Reference verification
- Background check completion
- Internal team consultation
- Decision communication
- Offer negotiation if selected
Onboarding
Welcome to the team! Your first week includes comprehensive training and meeting everyone who'll support your success.
- Orientation program
- System access setup
- Training schedule
- Mentor assignment
- 90-day review planning
Interview Preparation Guide
We believe interviews should be conversations, not interrogations. But preparation helps everyone feel more comfortable and authentic.
Think about specific examples from your experience that demonstrate problem-solving, teamwork, and learning from challenges. We're more interested in your thought process than perfect answers.
What to Prepare
Technical Knowledge
- Basic financial planning principles
- Retirement planning fundamentals
- Customer service best practices
- Industry regulations overview
Behavioral Examples
- Challenging customer situation
- Learning from a mistake
- Successful team collaboration
- Adapting to change
Questions to Ask
- Training and development opportunities
- Team dynamics and collaboration
- Career progression pathways
- Company culture and values
Timeline Expectations
From application to first day, here's what you can expect in terms of timing
Application Review
We review applications as they come in and respond to suitable candidates within 48 hours.
Phone Screening
Initial conversation scheduled within one week of application review completion.
Assessment Period
You'll have 48 hours to complete the practical assessment after receiving instructions.
Team Interview
Face-to-face or video interview scheduled within one week of assessment submission.
Decision & Offer
Final decision communicated within one week, including reference checks and offer details.
Start Date
Mutually agreed start date, typically 2-4 weeks after offer acceptance to allow for notice period.
