Interested in a career with ProsperiTea Planning?
We are open to discovering the next great person to join us, even though we rarely ever advertise for help.
If you’re thinking about joining a small-town practice and you do at least two of the three core things we do (tax planning & preparation, comprehensive financial planning, & fiduciary investment advising) please contact us at office @ProsperiTea Planning .com to talk about what you’re looking for.
We’re open to growing: we’re small, but scalable. We can hire either as a para-planner or as a financial advisor, and occasionally for an executive assistant or office manager. (We generally post job openings on Indeed when we have an obvious opening.)
What’s it like to work here? We’ve got this work-in-progress document showing the ProsperiTea Planning Values & Vision & Vibe of the Company.
We occasionally need to hire a para-planner. Paraplanner Job Description
We’re open to hiring another licensed professional financial planner. Financial Planner Job Description
Many tax seasons we hire a seasonal tax assistant in December. We are currently seeking a Tax Season Receptionist – click here for the job description. We’d be open to hiring another CPA, EA or other full-time tax professional, too.