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Join Our Team


Element Wealth Planning is growing with intention. As a boutique fiduciary financial planning and wealth management firm, we are committed to serving a select group of individuals and multi-generational families with discretion, depth, and personalized attention.

To support that mission, we are hiring professionals who value relationships over transactions, precision over volume, and long-term impact over short-term wins.

Our team members are trusted partners—organized, thoughtful, and committed to excellence in every client interaction. 

Careers at Element Wealth Planning

If you are driven by integrity, inspired by meaningful work, and eager to be part of a firm that is small by design and powerful in expertise, Element Wealth Planning invites you to connect with our office to determine if we have a mutual alignment.

We welcome conversations with experienced financial professionals searching for a planning-forward firm to affiliate with, accomplished CPAs who value collaboration, licensed insurance professionals who focus on what is best for the client regardless of commissions, or financial support staff who are detail-oriented, proactive, and committed to delivering a seamless client experience.

Non-Licensed applicants, please email your resume to glenn@elementwealthplanning.com

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