Join Our Team

Aptus is always looking for great financial planners to join our growing team. We provide unbiased, expert financial advice for simple, flat fees. Our whole business is built to remove all conflicts of interest and enable us to work solely in the best interests of our clients. This is revolutionary. This is the future.

We are looking for financial planners who share our vision and mission.

Our ideal candidate would have:

• More than 10 years of experience in finance, accounting, or a healthcare profession
• A CFP, CFA, or CPA designation (or, for those transitioning into financial planning, passed the Series 65 and completed the education and examination requirements of the CFP certification process)
• Fluency in Microsoft Excel, Word, Outlook and Teams
• Strong organizational skills and the ability to work independently
• Diverse experiences and views
• Empathy, optimism, compassion, curiosity, confidence and humility
• An intense interest in personal finance and a commitment to self-education and growth
• A desire to make a difference in people’s lives

Our next planner will be joining a platform with well-honed processes, ample technology resources, supportive teammates, and a steady flow of incoming clients. Most of our new clients come from referrals and positive word of mouth. Our planning is conducted via videoconference with clients across the country. Most of our clients are early-career physicians or other young professionals.

Compensation is highly variable, but our planners can expect to ramp up to more than $150,000 per year in 1-3 years. Our planners have a great deal of autonomy, with very flexible hours and the ability to work from anywhere.

If you are ready to embark on a new journey and help change the world, please contact us at info@aptusfinancial.com.