Careers
join the success
Build a thriving career in tax and financial planning from the ground up.
No shortcuts; just grit, real-world experience, and the school of hard knocks.
Qualifications
- High school degree or equivalent
- A love of spreadsheets, learning new ideas, organization, and helping people
- Not averse to numbers
- Motivated to succeed
Benefits
- Becoming a tax and financial planning professional without having to take any boring biology classes
- Training for the EA exam
- Training for the ChFC exam
- 20% Commission on all client referrals
- 20% Commission on any work completed
- Financial incentives for reaching certain benchmarks