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Join Our Team

At CogentBlue, we are redefining the conversations we have about wealth and the actions we take to get there. We know that our clients' needs extend far beyond the confines of traditional financial planning and investment management. Our commitment is to meet them where their needs are and to provide clarity around their finances so that they can confidently pursue what’s most important to them. And, having the right people on the team is absolutely vital to delivering on that promise.

Below, you'll find a listing of our currently available positions. If you have any questions, please contact us here.