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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.
To support our philosophy of doing good, we foster a culture of respect for our colleagues, our clients, and everyone we interact with.
The demands of work and life don’t have to clash. We give our employees the flexibility they need to balance the two.
As one of the fastest-growing private companies in the U.S., there are always opportunities for professional growth.
What we're looking for
We believe in doing good for our employees, our clients, and our communities. That means offering competitive benefit and compensation packages.
We’ve set a company wide $45k annual salary minimum and offer a very generous and flexible PTO benefit.
We cover 100% of the premium for our medical, dental, and vision plans and fully fund our employee’s HSA.
We provide a 401(k) retirement plan with company profit-sharing to all employees.
We give our employees 20 paid hours each year to do good in their community for the cause of their choice.
We provide a monthly wellness stipend to all employees as well as unlimited, healthy snacks and drinks.
We celebrate holidays and significant company milestones with parties, team activities and catered lunches.
Awards & Recognition
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.
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