Employment Opportunities

Financial Coaching & Client Services

Assistant Advisor

Purposeful SP is looking for an Assistant Advisor / Financial Coach to support clients with budgeting, spending accountability, and debt management alongside client services work supporting the lead advisor with client account maintenance, setup, and administration.

This role is ideal for an aspiring advisor who wants to build their book of business while having a small base of hours supporting the clients of an experienced advisor.

Financial Planning

Internship

Purposeful SP is looking for an Financial Planning Intern to support the firm with financial planning, administrative, and marketing work. The intern will work with a fiduciary financial advisor to prepare client deliverables, review client financial data, and support the financial planning process.

This role is ideal for a student in a CFP-approved education program looking to learn about financial planning within the RIA space.