Careers at FirsTrust
Wall Street doesn't build new skyscrapers by paying you a bonus to recommend things that serve the client’s best interest.
Independent
Your clients' best interests are served when you are no longer obligated to promote investments that accommodate your employer's profit agenda. Only when you are free to evaluate and compare investment choices from anywhere in the world will you truly know what's "best".
Fee-Only
Your clients' best interests are served when you eliminate conflicts of interest like sales commissions, principal transactions, third-party marketing incentives, brokerage revenue sharing, embedded sales charges and other obscured investment expenses.
Collaborative Expertise
Your clients’ best interests are served when accomplished experts take the time to rigorously research, analyze, and compare strategic opportunities for each prioritized objective, then implement them collaboratively to mitigate unnecessary risks, taxes, and expenses.
Why FirsTrust?
It's not a job - it's a genuine culture. As Fee-Only NAPFA-Certified Financial Advisors, we just believe some things in life are more important than having our name on a football stadium.
Demonstrable Trustworthiness
Our written Code of Ethics affirms no third-party compensation or conflicting organizational relationships, a commitment to continuing education, and verifiable histories that are free from legal actions or regulatory discipline.
Investment Governance
With every trade, we exercise investment discretion as if it was our own family's money. We adhere to the written parameters of each client’s signed Investment Policy Statement and proactively look for ways to reduce taxes, risks and expenses.
Customized Solutions
We don't scale clients into cookie-cutter solutions. Financial plans are tailored to meet prioritized objectives with significant flexibility, assets are invested according to each client's personal goals and preferences, and progress is reviewed directly with the client to keep the overall plan on the rails.
Fiduciary Purpose
We're a different breed of financial advisors; openly rejecting lucrative sales incentives and voluntarily holding ourselves to a higher fiduciary standard than required by law. But we honestly believe our purpose is to make a positive difference in the lives of our clients; so, yes, it's worth it. But it's definitely not for everybody.
Think You Make The Cut?
Let's talk.