Careers
Adapt & Innovate
Our professional growth is key to our client’s success
Open Positions
Client Service Associate (VP)
Q3 2025
The Client Service Associate (VP) supports lead advisors and client families. This person works directly with advisors in all aspects of the client engagement. The right candidate has more than 7 years of experience and is familiar with Addepar, Schwab, and Salesforce.
Executive Assistant (VP)
Q4 2025
The Executive Assistant (VP) serves our Ultra-high Net Worth clients manage their schedules, travel arrangements, helps to manage second homes, and serves as a private event manager. The right candidate has more than 7 years of experience in a similar role, is a critical thinker and able to plan ahead and anticipate clients' needs.
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 blend of productivity and creature comforts. With breakfast served daily, afternoon snacks, and the occasional happy hour, we foster a culture of teamwork. Avantia understands the importance of flexibility, offering a generous vacation policy that empowers employees to rejuvenate and return with renewed vigor. Our hybrid work environment 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.
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.
