Careers

Treasure Coast Financial Planning is a fee-only investment advisory firm that provides asset management, written financial plans and tax preparation for US citizens across the globe. As an employer, Treasure Coast Financial Planning offers competitive wages, paid time off, and medical benefits. Our team-based approach allows employees to focus on the unique needs of our clients. 

Treasure Coast Financial Planning is seeking to add to our tax planning and preparation staff. Our ideal candidate is passionate about helping clients and willing to work with colleagues to provide a high level of service to our clients. A CPA or Enrolled Agent designation is necessary. If you fit this description, please provide your resume to the below email.

marketing@theplanningco.com

Please allow 24 to 48 hours for a response, thank you.