Once you have begun your career here, it will be hard to imagine being anywhere else.
We are looking to fill the positions listed below. Click HERE to apply now!
Why you want to work here. Serving Others is our common purpose. We don’t need complex, corporate jargon to define what we are focused on every single day. We serve others with excellence, not because it is in our job description, but because it is in our DNA. Going above and beyond is our norm. Each member of our team has decided on their occupation and immerses themselves in their work. We truly care about our clients, both internal and external and love what we do. We empower our clients through education which helps them invest by design, not by default. Each client interaction results in two smiles. The first is our client’s, based on their satisfying experience with us. The second is ours, from the joy we feel from helping others achieve their desired financial outcomes. We embrace the fact that what we do makes a difference in people’s lives. Leadership shifts fluidly among team members based on their knowledge and experience, not titles. There is no struggle for power. Our leaders remind us to frequently examine what isn’t working within our company, whether it is a procedure or an individual, and ensures a solution is found. We feel appreciated, heard and understood. Our team is our VFamily and it’s an honor to be part of it. We protect the things we value most, which is each other and the company we are building together. We trust each other. We believe in one another, have the courage to show up and learn from failure. We want to inspire others and be inspired. We are ferociously protective of our VFamily. Once you have begun your career here, it will be hard to imagine being anywhere else.
What is the job? As the Accounting Specialist, you will use your super collection skills to make outbound collection calls and process payments to our clients’ accounts to achieve the team A/R goal. Show me the money! You report to the Accounting Lead, who will also include you in busy season tasks and quarterly projects to keep it fresh. Hope you’re good at juggling! We can promise you will never be bored, two days are never the same.
Why you want this job. You feel the biggest sense of accomplishment from helping people and want to be with a company whose only strategy is summed up in two words: Serve Others. You want to work at a growing company whose culture is fun while maintaining a keen focus on reaching the company’s vision. You are comfortable in an entrepreneurial work environment that challenges you, continually evolves and enables you the freedom to showcase your talents every day. You love interacting with people and creating a positive experience for the clients you serve. You want to be surrounded by professionals whose commitment to our values is at the same intensity level as your own. You seek to be part of a high performing team, in which the language focuses on “we” not “me.”
How you will be successful.
What you will do.
Competencies:
Qualifications:
What else can we tell you?
Why you want to work here. Serving Others is our common purpose. We don’t need complex corporate jargon to define what we are focused on every single day. We serve others with excellence, not because it is in our job description, but because it is in our DNA. Going above and beyond is our norm. Each member of our team has decided on their occupation and immerses themselves in their work. We truly care about our clients, both internal and external, and love what we do. We empower our clients through education which helps them invest by design, not by default. Each client interaction results in two smiles, the first is our client’s based on their satisfying experience with us. The second is ours, from the joy we feel from helping others achieve their desired financial outcomes. We embrace the fact that what we do makes a difference in people’s lives. Leadership shifts fluidly among team members based on their knowledge and experience, not titles. There is no struggle for power. Our leaders remind us to frequently examine what isn’t working within our company, whether it is a procedure or an individual, and ensures a solution is found. We feel appreciated, heard and understood. Our team is our VFamily and it’s an honor to be part of it. We protect the things we value most, which is each other and the company we are building together. We trust each other. We believe in one another, have the courage to show up and learn from failure. We want to inspire others and be inspired. We are ferociously protective of our VFamily. Once you have begun your career here, it will be hard to imagine being anywhere else.
What is the job? Your main function, alongside the rest of the Client Care Team, is to pick up incoming calls. Its ends up being a race to see who can pick up that next phone call. You report to the Director of Operations who will also include you in busy season tasks and quarterly projects to keep it fresh. We can promise you will never be bored, two days are never the same.
Why you want this job. You feel the biggest sense of accomplishment from helping people and want to be with a company whose only strategy is summed up in two words: Serve Others. You want to work at a growing company whose culture is fun, while maintaining a keen focus on reaching the company’s vision. You are comfortable in an entrepreneurial work environment which challenges you, continually evolves and enables you the freedom to showcase your talents every day. You love interacting with people and creating a positive experience for the clients you serve. You want to be surrounded by professionals whose commitment to our values is at the same intensity level as your own. You seek to be part of a high performing team, in which the language focuses on “we” not “me.”
How you will be successful.
What you will do.
Competencies:
Qualifications:
What else can we tell you?
Why you want to work here. Serving Others is our common purpose. We don’t need complex, corporate jargon to define what we are focused on every single day. We serve others with excellence, not because it is in our job description, but because it is in our DNA. Going above and beyond is our norm. Each member of our team has decided on their occupation and immerses themselves in their work. We truly care about our clients, both internal and external, and love what we do. We empower our clients through education which helps them invest by design, not by default. Each client interaction results in two smiles. The first is our client’s, based on their satisfying experience with us. The second is ours, from the joy we feel from helping others achieve their desired financial outcomes. We embrace the fact that what we do makes a difference in people’s lives.Leadership shifts fluidly among team members based on their knowledge and experience, not titles. There is no struggle for power. Our leaders remind us to frequently examine what isn’t working within our company, whether it is a procedure or an individual, and ensures a solution is found. We feel appreciated, heard and understood.Our team is our VFamily and it’s an honor to be part of it. We protect the things we value most, which is each other and the company we are building together. We trust each other. We believe in one another, have the courage to show up and learn from failure. We want to inspire others and be inspired. We are ferociously protective of our VFamily. Once you have begun your career here, it will be hard to imagine being anywhere else.
What is the job? Your main function, alongside the rest of the Investment Transaction Team, is to process the purchase and sale requests received on behalf of our clients IRAs. You will be doing the heavy lifting to process a variety of alternative investment real estate and private company transactions while staying on top of conversations between our clients, title companies and investment sponsors. Hope you’re good at juggling! You report to the Director of Operations who will also include you in busy season tasks and quarterly projects to keep it fresh. We can promise you will never be bored, two days are never the same.
Why you want this job. You feel the biggest sense of accomplishment from helping people and want to be with a company whose only strategy is summed up in two words: Serve Others. You want to work at a growing company whose culture is fun, while maintaining a keen focus on reaching the company’s vision. You are comfortable in an entrepreneurial work environment which challenges you, continually evolves and enables you the freedom to showcase your talents every day. You love interacting with people and creating a positive experience for the clients you serve. You want to be surrounded by professionals whose commitment to our values is at the same intensity level as your own. You seek to be part of a high performing team, in which the language focuses on “we” not “me.”
How you will be successful.
What you will do.
Competencies:
Qualifications:
What else can we tell you?
We are a high performing and unified team that is committed to our common purpose, which is to serve others in pursuit of their financial destiny. Each of us has decided on our occupation, immerse ourselves in our work and has dedicated our professional lives to mastering our skills. We are always striving to elevate our game because excellence is what we demand of ourselves and each other, no excuses.
Our company is our Family and it’s an honor to be part of it. We protect the things we value most, which are each other and the company we are building together. We trust each other. We have the courage to show up, be vulnerable, showcase our talents, take risks, ask for help, own our mistakes, learn from failure, lean into joy and we support our teammates in doing the same. We want to inspire others and be inspired.
We believe that by living them, everything else falls into place.
Competitive salaries
Quarterly incentive bonus
401k/profit sharing
Employer 401k Safe Harbor contributions
Multiple medical, dental and vision plan options
Flex plan and Health Savings Account
Group term life insurance
Long term disability insurance
Paid maternity/paternity leave
Minimum 15 days PTO frontloaded
Workplace hours flexibility*
Remote/work from home*
Wellness program
Vitamin bar
In-house yoga twice a week
Weekly in-house guided mediation sessions
Stand up computer desks
Extensive in-house library
Stocked kitchen/lounge with cereal bar
Extra days off around holidays
Professional development reimbursement
Teammate referral program
Reserved covered parking
*Role dependent
