Career Opportunities

Interested in growing with our team?  Here are the opportunities we currently have available.

If you are interested, please send us your resume with a cover letter, to the attention of James Kirkland or Heidi Bringhurst.

For more information about working with our Broker/Dealer, visit as well as their YouTube Channel.
Information contained at these separate sites is intended for investment professionals only.

Financial Advisors

We are always interested in adding financial advisors who can further enhance our team.  Currently, we are specifically seeking reasonably experienced advisors with their FINRA Series 7 license, as well as CPA’s who are interested in earning their Series 7 license to expand their practice.  If you are interested in joining our team, please submit your resume as instructed above.

Successor Advisor
Oxford, OH

A senior financial advisor is seeking a successor to be part of his exit strategy.  This practice includes an established, ongoing alliance with Miami University Community Federal Credit Union, allowing for service to a diversified client base.  A FINRA Series 7 License is not required; special arrangements can be considered while the license is obtained.  Financing for acquisition of the practice, when the time comes, is a possibility.  We will be running a selective screening based on the qualities the senior advisor is seeking for continued service to his clients.  If you are interested in exploring this opportunity, please submit your resume as instructed above.

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