Careers
Join Flagstone Financial Management
At Flagstone Financial Management, we’re on a mission to positively impact as many clients’ and employees’ lives as possible. We do that by establishing genuine and caring relationships with our clients and providing investment management and comprehensive financial planning for individuals, families, and nonprofit organizations.
We love our culture and created a nifty acronym to describe our Midwestern values: GRIT.
G
GROWTH
We grow collectively both as a team and with our clients. We’re growing wealth, education, and life experiences thoughtfully and intentionally.
R
RELATIONSHIPS
Relationships matter. Even more so today. We are genuinely interested in making a meaningful impact in the lives and well-being of those around us.
I
INTEGRITY
We are accountable, responsible, and transparent in all we do with each other and for our clients. Through this ideal we uphold the fiduciary standard of care and always put clients’ best interests ahead of our own.
T
TEAMWORK
Unique talent fuels our collective strength. By working as a team, we are better equipped to provide exemplary service, exponential growth, and creative collaboration for our clients and our team.
We live by these values, and we are looking for team members for our growing firm who embody these characteristics. Are you humble, self-motivated, and people-smart? Are you a lifelong learner? Do you celebrate the success of the team over self? Do you want to find a work home with opportunity for both financial and career growth? We’d love to talk with you about what it would be like to work at Flagstone.
Why work at Flagstone?
Competitive pay with defined career progression
Opportunity to contribute to a small, agile firm without corporate bureaucracy
401(k) plan with 3% employer contributions plus discretionary profit-sharing plan
Team-based incentives, including quarterly revenue bonus and annual new-business bonus
Modern open-concept workspace
Employer contribution toward group health insurance
Why work at Flagstone?
- Competitive pay with defined career progression
- Opportunity to contribute to a small, agile firm without corporate bureaucracy
- 401(k) plan with 3% employer contributions plus discretionary profit-sharing plan
- Team-based incentives, including quarterly revenue bonus and annual new-business bonus
- Modern open-concept workspace
- Employer contribution toward group health insurance
- Fee-only RIA focused on improving clients’ lives
- Firm-funded or reimbursed licensing and certification for relevant designations, such as the Series 65 and CFP®
- History of additional profit-sharing contributions
- Company-paid travel to attend industry conferences
- Flexible time off policy and 10 paid holidays
Current Openings
We’re on the lookout for motivated, entrepreneurial individuals interested in the wealth management industry. Check out our openings below to see if we have something that would be a good fit for you. Even if you don’t see anything now, feel free to send us an email with your resume. Exceptional talent always gets our attention!
Lead Wealth Advisor
Ideal candidates are proven professionals with a passion for building relationships. The letters behind your name might be CFP®, CPA, JD, or MBA.
Ready to Start a Conversation?
We start by listening - really listening - to understand what you want, what keeps you up at night, and what success looks like for you.
No pressure or pitch. Just a mutual conversation about whether working together makes sense.