GROW WITH US
Engage with wonderful clients in a collaborative, fast-paced environment.
Open Positions at Fi3
We are adding an Administrative Coordinator to our team to share a warm greeting when people walk into our offices, and to serve as a valuable first-point-of-contact and provide additional client support.
This role is critical to the culture of service and personalization that Fi3 is committed to fostering for our clients and Associates.
The Associate Financial Advisor is critical to Fi3’s growing organization and will be mapped with a career path to Lead Advisor and/or Partner. This position will directly support our Lead Advisors, particularly as it relates to client onboarding, financial analysis and investment planning. As an Associate Financial Advisor, you will help develop, update and present financial plans to our clients as well as assist in the implementation of financial planning recommendations.