Three entry opportunities with the firm include these options:

Financial PlannerCPAClient Experience

Serving and working at The Perspective Group is an honor and a privilege. The individuals, families, and businesses we work with us treat us like family. They often share their most personal concerns and their most aspirational ambitions. Then, those who serve here, get the honor and responsibility to help them on their journey.

All team members are expected to reach or aim toward reaching our “Baseline Expectations.” These expectations help build the foundation for a very successful future. These expectations exist for three reasons. First, our financial planners come with perspective about what it takes to have a stable foundation. Second, we do what we teach. Lastly, we don’t want our team members to have to wrestle with life drama and by having a stable foundation, this removes financial stress from life which goes far toward reducing drama. Collectively, this helps us be here for you and deliver on our commitment to you.

If you think you are a good fit with our firm, please email your resume and one-page introductory letter to info@ThePerspectiveGroup.com.