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:

Executive Assistant	Executive Assistant to the President supporting multiple growing businesses, primarily within the financial services industry. This flexible hybrid role (Portsmouth, NH or Gloucester, MA area) provides high-level administrative and operational support, including calendar and travel management, meeting coordination, communications, and workflow organization. The role also assists with office operations and team logistics while maintaining strict confidentiality. Ideal for a proactive professional who anticipates needs, creates structure, and ensures smooth day-to-day execution across a dynamic environment.	Apply Now
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
Servicing Advisor	Servicing 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