Current Opportunities:

Client Service Associate

Our philosophy.

We believe in helping provide simplicity in a financial world of complexity. SPC provides simple solutions to complex financial problems on a human level.

With our multi-disciplinary team, we are able to transform eccentric challenges into human-centric solutions.

We're all a team.

"Team SPC" is a tight-knit group of enthusiastic, passionate individuals hungry to learn and eager to achieve success. Each week brings about new challenges which we work together to conquer, while simultaneously working to meet and exceed client expectations.

Things we like.

  • Talking on a human level
  • Outside feedback
  • Obsessing over details
  • Sharing experiences
  • Custom-tailoring solutions
  • Valuing relationships
  • Providing tax-integration*
  • Picking up the phone
  • Working around the clock
  • Taking our clients seriously

Things we dislike.

  • Asset minimums
  • Dismissing deadlines
  • Forgetting birthdays
  • Cookie-cutter plans
  • Ignoring clients
  • Resisting dessert
  • Disregarding April 15th
  • Becoming robotic
  • Growth aversion
  • Virtual receptionists

What's your passion?


The brain.


The hand.

Financial Associates

The nerves.

Financial Planning

The artery.

Client Service

The face.


The backbone.


We'd love to know more!

Send Us Your Résumé

We want to talk to you.

Whether you're interested in full-time, part-time, or internship opportunities to work with us at SPC, we would be thrilled to get to know more about you!

General Application

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SPC has an employment at will policy.