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Philosophy

We believe in doing good for our employees, our clients, and our community. We strive to be a positive influence on the world around us.

Culture

To support our philosophy of doing good, we foster a culture of respect for our colleagues, our clients, and everyone we interact with.

Balance

The demands of work and life don’t have to clash. We give our employees the flexibility they need to balance the two.

Growth

As one of the fastest-growing private companies in the U.S., there are always opportunities for professional growth.

What we're looking for

The financial services industry has neglected those it serves for far too long. FormulaFolios is seeking passionate people who want to help us fix that.

We believe in doing good for our employees, our clients, and our communities. That means offering competitive benefit and compensation packages.

Compensation

We’ve set a company wide $45k annual salary minimum and offer a very generous and flexible PTO benefit.

Healthcare

We cover 100% of the premium for our medical, dental, and vision plans and fully fund our employee’s HSA.

Retirement Savings

We provide a 401(k) retirement plan with company profit-sharing to all employees.

Volunteering

We give our employees 20 paid hours each year to do good in their community for the cause of their choice.

Wellness

We provide a monthly wellness stipend to all employees as well as unlimited, healthy snacks and drinks.

Company Events

We celebrate holidays and significant company milestones with parties, team activities and catered lunches.

Awards & Recognition

Voted one of the nation's Best and Brightest Companies to Work For in 2018.

Recognized as one of the 500 fastest-growing companies in the US by Inc Magazine for the third consecutive year.

Current Openings

Grand Rapids.

Advisor Support Specialist

Join one of the fastest growing asset management firms in the United States. Advisor Support Specialist Description: An Advisor Support Specialist must work quickly and efficiently to service the 300+ advisors in our network. It is imperative that they answer phone calls and emails promptly and professionally. Company information must be retained, as the Advisor Support Specialist must be able to assist with all incoming inquiries. Knowledge in finance will be extremely helpful. Account tracking must be done in real time via an internal account tracking system. Accurate account tracking creates transparency among all team members and will result in a very organized and professional environment. A general understanding of each custodial platform and proper account documentation is required.

Cashiering Account Specialist

Join one of the fastest growing asset management firms in the United States. Cashiering Account Specialist This position is part of the Trading Team at FormulaFolios. A Cashiering Account Specialist will work quickly and efficiently to service the 300 advisors in our network. It is imperative that they answer phone calls and emails promptly and professionally. Company information must be retained, as the Cashiering Account Specialist must be able to assist with all incoming inquiries. Knowledge in finance will be extremely helpful. Distribution requests must be done in real time via an internal account tracking system. Accurate distribution request tracking creates transparency among all team members, and will result in a very organized and professional environment. A general understanding of each custodial platform, and proper account documentation is required.

Investment Strategist

FormulaFolios is a rapidly growing asset management company that helps fiduciary financial advisors better serve their clients. We deliver goal-based financial planning and automated portfolio management focused on the client’s long-term goals. We believe in Doing Good - for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients' lives but also to be socially and environmentally conscious so that we can provide value. Due to our rapid growth, we're seeking an individual to join our team providing market analysis and investment consultation for advisors.

Senior Market Analyst

FormulaFolios is a rapidly growing asset management company that helps fiduciary financial advisors better serve their clients. We deliver goal-based financial planning and automated portfolio management focused on the client’s long-term goals. We believe in Doing Good - for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients' lives but also to be socially and environmentally conscious. Due to our rapid growth, we're seeking an individual to join our team providing market analysis and investment consultation for advisors.

Costa Mesa.

Marketing Director

About the Company and Position:  FormulaFolio Investments (FormulaFolios) is a rapidly growing investment firm that helps great  financial advisors better serve their clients. We deliver goals-based financial planning and automated portfolio management focused on the client’s long-term goals. We believe in Doing Good - for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients' lives but also to be socially and environmentally conscious so that we can provide value to the world around us.  Reporting directly to the C-Suite , the Marketing Director will have the opportunity to have a tremendous impact by leading our agile B2B and B2C Marketing teams.  We are looking for a business minded and critical thinking marketer who can help us Do Good by designing and executing high-impact digital marketing campaigns with an A/B testing mindset.  You will direct our performance and content marketing strategy, manage a team, and collaborate our marketing efforts with our business development team.  The successful candidate will have a positive coaching mentality, enjoy working with people, while also having a curious mindset focused on improving campaign performance by leveraging metrics and analytics.  Ultimately, you will play an important part in building a strong brand for our company to ensure we attract and inspire the most qualified financial advisors and their prospective clients.