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Open Positions
Client Service Associate
The Client Service Associate (CSA) carries out a diverse set of actions for clients, planners and our business. Example activities include processing cash movements for clients, opening a new client account, or helping a client access their tax documents. The CSA is client-facing, and does not require a professional license. Examples of tasks the CSA carries out include:
- distributing money to a client
- opening an account for their grandchild
- tracking and organizing tax information for clients
The right candidate will be detail-focused, and systems-oriented. They will be organized and committed to following a project through to an excellent outcome. They will care about people because our paperwork isn’t just paperwork – it may be people’s lives and dreams.
Applications due: Application period has closed
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Hiring Timeline
| Dates | Phase of Hiring |
| 9/1/2026 – 9/21/2026 | Gather applications |
| 9/23/2026 | Invite selected applicants to become candidates (submit cover letters and skills assessment) |
| 9/23/2026 – 9/28/2026 | Review candidate submissions, schedule Round 1 interviews |
| 9/28/26 – 10/2/26 | Round 1 interviews |
| 10/7/26 – 10/16/26 | Round 2 interviews |
| 11/1/2026 | Target hiring date |
Filled Positions
Financial Paraplanner – support for TrailFP planning process. Casey was hired in 2024.
Client Service Associate – Administrative and operations, client facing. Kim was promoted in 2022.
Administrative Assistant – back office administrative functions, not client-facing. Kim was hired in 2021.