Fi3 is one of the fastest-growing wealth management firms in the country. 

Open Positions at Fi3

Associate Advisor

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.

Implementation & Client Service Specialist

The Implementation & Client Service Specialist will serve as the right arm to our Lead Client Advisors by managing the many details related to our rigorous financial administration responsibilities and high-touch client service philosophy. You will be the central point for onboarding all new clients and managing critical follow up activities to support the relationship. Each day will require you to mange multiple priorities, conduct financial analysis, draft high-level written communications, provide task management system updates and manage important client matters. The Lead Advisors will look to you to help forecast upcoming client engagements and support the advance preparation of client materials, reports and presentations.