Investment Management Services
careers at Finivi
Join a firm where thoughtful advice, deep expertise, and enduring client relationships define the standard.
what it's like to work here
The work is genuinely challenging with real problems, real stakes, and the space to think creatively about them. We hire for character, deep competence, and a genuine commitment to keep learning, and the atmosphere stays relaxed and authentic even when the standard is high. We look for people who take pride in helping others navigate real financial complexity and who are motivated by the long-term well-being of the families we serve. People here are direct with each other, generous with what they know, and care as much about their colleagues as they do about getting it right for the client.
Here, judgment actually matters. Because we’re independent and close-knit, your read on a client and your ideas carry weight, without layers of bureaucracy or rigid, centralized directives standing between you and the people you serve.
constant evolution
As the world changes, so do we. We’re not held back by legacy technology, slow-moving boards, or outdated thinking. We push to get better every year, individually and as a firm. If you like work that keeps evolving, you’ll be at home here.
open roles
At Finivi, we grow with intention. We invite exceptional professionals who share our commitment to thoughtful wealth management and client service to explore the roles listed below.
Finivi advisors lead deep, ongoing relationships with affluent families, business owners, and executives, guiding them through investment decisions, retirement income strategies, estate planning, and business succession. Advisors collaborate closely with planners, investment professionals, and operations specialists to deliver integrated advice and a consistently high-touch client experience.
Don’t see the exact role you’re after? We’re always glad to meet people who take this work seriously. Tell us a little about yourself and what you’re looking for, and we’ll take it from there.G