Our new hires start with 20 days of paid time off annually, plus 13 paid holidays and volunteer and voting hours. Our benefits are designed to support your total well-being — physically, mentally, and financially. We push ourselves–and each other—to turn ideas into reality for our clients. We believe our people are foundational to our success. Discover where your ideas and experience could help power what’s possible in financial planning. By collaborating with clients through a digital platform, advisors can project client outcomes with validated annuity values.
We believe working as a team better leverages the strengths of each member, allowing us to make good things great, and paves a path for our success as well as our clients’ success. With eMoney, advisors can give clients peace of mind by creating plans that take their complete financial situations into account. Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals. Connect all of your clients’ accounts, including assets held away, for a consolidated and real-time view of their complete financial pictures.
Integrations with the industry’s most prominent wealth management software simplifies your day-to-day operations while maximizing the value of the plans you deliver. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results and allows our employees to thrive. Additionally, with adrian casino each new hire, we partner with One Tree Planted to plant a tree to symbolize new growth on our team. In 2025, we collectively donated more than $30,000 to more than 100 organizations that matter most to our employees. We also encourage peer-to-peer recognition through an internal rewards system by which employees have recognized one another for more than 40,000 inspirational moments over the last two years.
