Careers
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 | Senior Wealth Advisors lead client relationships and deliver comprehensive financial planning. This role involves full responsibility for assigned client relationships, oversight of the client experience, and the cultivation of new client relationships. |
Apply Now |
| Client Service Associate | Client Service Associates support advisors and clients by keeping planning and service processes organized and responsive. This role is well suited to someone who enjoys details, coordination, client interaction, and process improvement. |
Apply Now |
| Associate Advisor | Associate Advisors support financial planning, analysis, and client service while developing toward greater responsibility. Over time, individuals in this role will have the opportunity to grow into a lead advisor, take on specialized planning work, or transition another more senior role. |
Apply Now |