Career Opportunities

Lighthouse Financial Services, Inc., a leading FEE ONLY Wealth Management firm, is always looking for client centered professionals to join the team. If you would like to be considered for one of our positions, please send your resume to invest@lighthouselink.com.  

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Wealth manager

An ideal Wealth Manager should have attained a bachelor’s degree in a related field such as Business, Finance, Accounting or Investments.  They should also have a solid understanding of buy side investment/portfolio management, investment research, trading, financial planning, estate planning and taxation. 

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Senior Tax specialist

An ideal tax preparer should have attained a bachelor’s degree in a related field such as Business, Finance, Accounting or Investments.  They should also hold or be working toward an advanced credentialing such as EA, CPA or CFP®  and have at least 3 years of experience in preparing tax returns.

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business DEVELOPMENT SPECIALIST

An ideal Business Development Specialist should have attained a bachelor’s degree in a related field such as Business or Finance, and have experience soliciting and obtaining business from national referral sources such as TD Ameritrade’s Advisor Direct platform.  

Investment COnsultant

An ideal Investment Consultant should have attained their bachelor’s degree in a related field such as Business, Accounting, or Investments and successfully passed the series 65.  They should also have a basic understanding of investing, retirement planning and tax planning.  They should have the desire and passion to advance their field of knowledge and become a Wealth Manager while working towards an advanced credentialing such as CFA, CFP,® CPA or EA.

CLIENT DEVELOPMENT SPECIALIST

A Client Development Specialist is both an investment consultant and a customer service specialist. As an investment consultant, they are responsible for servicing and managing a core group of LFS’s clients, developing / acquiring new clients, and meeting individual & team AUM growth targets.   As a customer service specialist, they are responsible for ongoing interactions.

OFFICE MANAGER

An ideal Office Manager should have attained their bachelor’s degree from an accredited college and have experience working in the investment management industry.  They should also have a solid understanding of the different types of investment accounts and the different regulatory and legal requirements associated with them.  They should be familiar with basic compliance rules and regulations.

DIGITAL MARKETING ASSOCIATE

A Digital Marketing Associate is competent in the traditional marketing channels as well as digital marketing avenues. They are quick to adapt to a changing environment and seek to explore options and creative solutions.  As a Digital Marketing Associate you are responsible for web-based advertising, SEO, social media interactions, research, and analytics.

Office Administrator

An ideal Office Administrator should have attained their bachelor’s degree (BA or BS) from an accredited college and have experience working in the investment management industry.  They should have a solid understanding of the different types of investment accounts and the different regulatory and legal requirements associated with them. They should be familiar with basic compliance rules and regulations.