TrailFP is hiring! (as of 8-28-2026)

Open Positions

There are no open positions at this time.

Filled Positions

Client Service Associate (2026) – Operational job to assist clients with many operational tasks for cash movements to account opening & transfers to tax reporting.  Laura has accepted the position.

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.