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Why Work at Financial Foundations?

We believe in creating an exceptional employee experience that goes beyond just a job. We are committed to offering our employees a dynamic, inclusive, and fulfilling work environment where everyone can thrive and grow. 

  1. Meaningful work: We offer opportunities to work on challenging projects that have a real impact on our clients and those they care about. You will have the chance to make a difference and contribute to their achievement in financial peace of mind.
  2.  Professional growth: We believe in continuous learning and development. We invest in our employees' skills and offer training, mentorship, and coaching to help you reach your full potential.
  3.  Competitive compensation: We offer a competitive salary and benefits package that rewards your hard work and dedication.
  4.  Work-life balance: We understand the importance of balancing work and personal life. We offer flexible work arrangements, generous vacation time, and wellness programs to help you achieve a healthy work-life balance.
  5.  Team culture: We foster a collaborative and supportive team culture where everyone has a voice and can make a meaningful contribution. We believe that together, we can achieve great things.

 We are committed to creating a workplace that values and supports our employees, and we are always looking for talented individuals to join our team. If you are looking for a company that values your contribution and offers a fulfilling career, we invite you to consider Financial Foundations, Inc.

Associate Planner to Advisor Career Track

The Associate Planner role is an integral part of our team serving as the initial connection between our clients and our entire team. This great communicator, influencer and enthusiastic person will need a strong drive for learning and will support the vision, positive culture and team spirit across our firm and clients. This foundational position is a 2-3 year CFP® professional track geared toward the successful completion of a CFP® professional program and exam*. Click Here for Full Job Description for Associate Planner to Advisor Career Track

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Administrative Assistant

Seeking a highly energized and confident individual who will thrive in a busy environment to serve as an Administrative Assistant. Candidate must be extremely professional in appearance and manner, personable, a team player, willing to accept direction, quick to learn new things, organized and detail oriented.  Superior interpersonal, phone, writing and computer skills required. This position is a full-time position with working hours from 8:30 AM to 5:00 PM, Monday through Friday.  Some evenings are required. Click Here for Full Job Description for Administrative Assistant

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