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.  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.  Hold or be working toward an advanced credentialing such as EA, CPA or CFP . Have at least 3 years experience in preparing tax returns.

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business DEVELOPMENT SPECIALIST

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

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.  Have a solid understanding of the different types of investment accounts and the different regulatory and legal requirements associated with them.  Be familiar with basic compliance rules and regulations

Office Administrator

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

CLIENT DEVELOPMENT SPECIALIST

A Client Development Specialist is both an investment consultant and a customer service Specialist. As an investment consultant you 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 you will be responsible for ongoing interactions.