DELIVER
PEACE OF MIND WITH US
From investment offerings to holistic financial planning, our high-caliber team exists to deliver peace of mind for what ever comes next.
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open career opportunities
FINANCIAL PLANNER
Explore a partnership as part of our nation-wide network of preferred colleagues. United by our values to deliverĀ hyper-personalized client experiences in differentiating niche markets provides diverse perpsectives to gain insights from.
Ideal candidates are entrepreneurial, capable of working both independently and collaboratively, and comfortable managing relationships and projects with minimal direction. This role offers an excellent opportunity to develop client advisory skills under the mentorship of LVZ’s partners and preferred colleague network. Leverage our team as your back office and money manager to focus on what matters most – your clients.