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. 

This is a good fit for someone with experience in [financial planning, client service, operations, or a related area] who is interested in growing into [greater responsibility, deeper client involvement, leadership, or technical specialization] over time. 

Working at CogentBlue 

CogentBlue is a planning-led wealth management firm with a [remote or hybrid] team. We work closely together and stay connected through regular communication, shared workflows, and a strong sense of accountability to one another and to our clients. 

Day to day, our work involves balancing client needs, thoughtful analysis, and follow-through. Team members are trusted to manage their responsibilities, ask questions when needed, and contribute ideas. The pace is [steady, fast, flexible, or another descriptor], and the work often involves situations where judgment matters as much as technical skill. 

People who join the firm often mention [something new hires notice, such as accessibility of leadership, collaboration across roles, or the depth of client relationships] as a meaningful part of their experience. 

Our Values

Unconflicted Advice

We operate as fiduciaries and do not accept commissions or product-based incentives. Our advice is based solely on what we believe is in the client’s best interest.

In practice, this means [how recommendations are made, how success is measured, or how tradeoffs are handled], even when the answer is simpler or more conservative than a client initially expects. 

Client-Centered Planning

Our planning process starts with listening. We take the time to understand each client’s goals, values, and circumstances, and we build plans that can evolve as life changes. 

This approach requires team members to [describe behaviors such as curiosity, empathy, follow-through, or adaptability] and to stay engaged with clients over the long term. 

Long-Term Perspective 

We think in years, not quarters. Decisions are made with durability in mind for both clients and the firm. 

That perspective shapes how we approach [growth, client capacity, career development, or workload expectations] and how we define success internally. 

Clarity and Transparency 

We believe clients deserve clear explanations and honest conversations. We aim to communicate openly with clients and with one another, especially when decisions involve tradeoffs or uncertainty. 

Open Positions 

We are currently hiring for the following roles. All positions are [remote or location-specific] unless otherwise noted. 

Why CogentBlue

CogentBlue is intentionally building a firm around people who value trust, thoughtful decision-making, and long-term relationships. We believe clients are best served when the people supporting them feel supported, challenged, and invested in the work.

Over the next [timeframe], the firm is focused on [priority such as measured growth, deepening planning capabilities, expanding the team, or serving a specific client profile], and we are excited to meet people who want to grow alongside us.