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Join our Team.

At CogentBlue, we work with clients who want clarity around complex financial decisions and a relationship they can trust over time. Our approach goes beyond traditional financial planning and investment management. We spend time understanding what matters to our clients and help them make decisions that support their lives, not just their balance sheets. 

Doing that well depends on the people on our team. We are looking for professionals who care about their work, enjoy collaborating with others, and want to build long-term careers in a thoughtful, planning-led firm. 


Open Positions 

We are currently hiring for the following roles:

Senior Wealth Advisor
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Wealth Advisor
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Business Operations Coordinator
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Multi-Family Office Accountant
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Executive Assistant
This position is no longer accepting applications