Broker Check

Join the Team

We are always looking for talented, engaged, and service oriented people to add to our team. If you're interested in learning more about the opportunities in serving the local community through any of the areas below, please contact me directly via email. Serious inquiries only, and please include a resume with two references:

  1. Partner Advisor:  If you have an existing practice and are looking to streamline your business. This will include executing on the new Fiduciary Standard, superior customer service models (including, but not limited to investment management), technology overview and implementation, and potentially aligning your practice with Jay and the NPA family. At least a Bachelor's degree, and CFP® required.  
  2. Co-Advisor:  If you don't have an existing practice, but are licensed and interested in serving the community as an independent, holistic, objective advisor. Note that we do not house or employ brokers as we serve families using a fiduciary standard. You must be willing to execute at this level to be considered. At least a Bachelor's degree, and CFP® preferred.
  3. Family Onboarding Specialist:  If you are interested in supporting Jay's practice on the front stage or back stage. Please indicate in your email which you are interested in. Again, serious inquiries only, and your resume must be attached with two references. 3+ years of industry experience preferred, but not required.

I will respond to your inquiry personally within 5-7 business days. I look forward to speaking with you!

Jay Lawrence, CFP®