Join Our Team! Junior Planner position
Join our fast-growing financial advisory team as a Junior Planner, supporting our Financial Advisors in financial planning, investments and trading. We are a LGBT-owned boutique firm in Silver Spring MD, specializing in sustainable and impact investing in a comprehensive planning environment. Diverse work, client contact, and unlimited growth opportunities. Require securities license in the first 6 months, and CFP within 3 years.
Excellent opportunity for a future Financial Advisor. Experience and CFP coursework preferred, but would consider entry-level for the right candidate. Salary based on education and experience, benefits including PTO, bonus, 401k, and health insurance. Send resume and cover letter to INFO@TolerFG.com
A Great Career Fit for Women
Wondering if you'd be a good fit?
“Women can look at this career and say, ‘Wait, I don’t understand investments yet so I can’t get in to it.’ But that’s not what you need to understand. What you need to understand is how to communicate effectively with people, how to motivate people to take action in their life, how to bond with people and help them understand what’s going on in their own life process. If you can do that naturally, you’ll excel in this field.”
-Fran Toler, MSFS
We are always looking for a great intern!
Undergraduate and graduate school students who would value a paid internship (during the school year or summer) are welcome to drop us a note about their interest. We have had wonderful experience with talented students, and our small firm means they get lots of hands-on experience in the financial advising field. If you are considering being a financial advisor, and the information on this website excites you, get in touch! We promise it won’t be harder than climbing the Grand Teton (pictured).