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Adapt & Innovate

Our professional growth is key to our client’s success

Open Positions

Lead Advisor

Lead Advisors source and support their own family office clients while expanding Avantia’s expertise and community presence. They are experts in their field with considerable experience advising wealthy families.

Advisory Analyst
Fall 2024

Advisory Analysts support lead advisors and client families in preparing reports, analyzing investment and planning opportunities, and working directly with clients in all aspects of the client engagement.

Internship Program

Avantia has a robust internship program designed for students. We accept interns for positions in areas of study such as financial analysis, social media marketing, marketing, compliance, investment analysis, and strategy.

Working At Avantia

The word "Avantia" is derived from the late Latin "Avanti" which means "Rather than" or "come in."  We are highly client-focused and we believe the best way to be client-focused is to create a culture of inclusivity and academic rigor. We seek to embolden the success and well-being of our people which is where wealth management takes center stage in a dynamic and thriving environment. Within the avant-garde walls of our offices, employees experience a harmonious blend of productivity and creature comforts. The state-of-the-art gym facilities not only promote physical well-being but also foster a culture of work-life balance. With breakfast served daily, afternoon snacks, and the occasional happy hour, we foster a culture of teamwork. We believe in treating our team like an extension of our family. Avantia understands the importance of flexibility, offering a generous vacation policy that empowers employees to rejuvenate and return with renewed vigor. The privilege of working from home on Fridays adds an extra layer of convenience, acknowledging the evolving nature of work. Beyond the tangible benefits, our comprehensive Employee Benefits plan ensures that every team member feels valued and supported in their personal and professional growth journey. Life at Avantia is not just a career; it's a holistic experience where success, comfort, and flexibility seamlessly intertwine.

What We Offer

Competitive Salary + Annual Bonus

Medical Dental Vision Benefit

Subsidized Parking

One month Sabbatical every 10 years

Come Work With Us

Our organization values new perspectives and innovative approaches. Just like in an academic setting, everyone's ideas are subject to review by their peers. We are proud of our culture and each team member's contribution, all working together to improve our clients' financial well-being. One way we foster a collaborative environment is by referring to all team members as colleagues, regardless of seniority. Visit our "Life at Avantia" page for more information and connect with us on LinkedIn. For inquiries, use the contact form below to connect with a future colleague.

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Image by Keren Levand
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