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PJS Investment Management Logo
PJS Investment Management

Cedarburg, Wisconsin

1891 Financial Life

Schaumburg, Illinois

SRQ Wealth Logo
SRQ Wealth

Sarasota, Florida

Wolverine Trading Logo
Wolverine Trading

Chicago, Illinois

Oakton College Logo
Oakton College

Des Plaines / Skokie, Illinois

Oakton College Logo
Oakton College

Des Plaines / Skokie, Illinois

Collier County Board of County Commissioners

Naples, Florida

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Financial Planner
We are an independent, employee-owned, RIA specializing in comprehensive financial planning and asset management, dedicated to building long-term client relationships. With offices in Andover and Newburyport MA, ours is a knowledge-diverse team of experienced advisors who have specialties in investments, taxes, insurance, small business management, and retirement planning.  We are looking for a Financial Planner to join our Newburyport office, to take on an existing client base and work with the senior planning team to satisfy our clients’ sophisticated planning needs. The ideal candidate, who could be on an early-to-mid-career planning or tax compliance track, will join a friendly and collegial team, eager to share our experience and encourage career adv


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