Join Our Team
Look, we're not some stuffy corporate thing where you count down to 5 PM. We're a bunch of people obsessed with helping families protect what matters most. You'll work alongside folks who genuinely understand that wealth planning isn't about getting rich — it's about sleeping soundly at night. We've been doing this for 13 years, and honestly? We still get excited about it.
Our Culture
Real talk: we skip the corporate theater. You'll find us debating strategy over coffee, asking tough questions, and celebrating wins together. We trust people to do their best work. Remote or in-office, you're part of a team that values competence over appearances and results over face time.
Employee Benefits
We pay well because we value good people. Bonuses aren't theoretical here — 47 clients praised our team last year, and your work directly impacts that.
Medical, dental, vision. Family plans included. We handle the admin stuff so you don't have to think about it.
Work from Cluj or remote. Need to adjust your hours? Just talk to us. We care about output, not seat time.
Certifications, courses, conferences. We'll fund it if it makes you sharper. Every year, fresh knowledge.
We promote from within. Started in client services? You could lead a team in 2-3 years. Happens all the time.
Own a piece of what we're building. No vesting tricks — just straight-up partnership for people committed to the mission.
Open Positions
Wealth Planning Consultant
You'll work directly with clients, building their financial strategies from the ground up. Strong communication skills matter here. Someone who can explain complex insurance concepts without sounding like a robot. We'll train you on our systems, but you need curiosity and client instincts.
Apply NowClient Operations Specialist
The backbone of our operation. You'll manage file workflows, coordinate between clients and our consultants, and catch details others miss. Detail-oriented, organized, and honestly? someone who enjoys solving small problems before they become big ones.
Apply NowFinancial Analysis Associate
Numbers are your native language. You'll analyze client portfolios, identify gaps in coverage, and build recommendations backed by data. Excel skills essential. You should get genuinely interested in why certain strategies work better than others.
Apply NowClient Success Manager
You're the ongoing relationship keeper. Regular check-ins with clients, answering questions, spotting when their needs change. Part therapist, part strategist. We need someone who remembers details and actually enjoys helping people year after year.
Apply NowHow to Apply
Ready? Send your CV and a quick note about why you're interested to [email protected]. Tell us what makes you tick — we're not fans of generic cover letters anyway. Call +40 398 200 249 if you want to chat first. We're in Cluj at Strada Lipscani 66, 091723.