Careers

The Fortitude Difference

What is Fortitude’s culture? It’s one that seamlessly fuses accountability with trust, optimism with enjoyment. We operate with unwavering integrity, pursue our tasks with purpose, and build deep, meaningful relationships – both within our team and with the families we serve. In essence, we’re not just involved; we’re committed. We’re not just participants; we’re leaders. And we’re not just here to do a job; we’re here to make a difference.

So, the real question is – are you ready to be part of this journey?

We’re a Team

At Fortitude, opportunities to learn and improve happen daily. We value, respect, and trust one another. We support each other and encourage open and direct communication. We are compassionate, curious, candid, and courageous with each other and our clients.

Tech-Focused

We consistently challenge ourselves to find opportunities for improvement. Leveraging the latest technology platforms, we transform our new ideas into tangible results.

Level-Up

The families we serve are unique. What we accomplish – together – directly impacts their lives. What you gain is valuable, multi-faceted experience in holistic wealth management that meaningfully impacts your career.

Not Boring

The work we do is wide-ranging and dynamic. Every day is different. If you’ve ever been in a position where you’ve felt stuck doing monotonous things that aren’t valued, you know why this matters.

Hybrid Work Environment

We provide the flexibility for team members to work in ways that are most effective for them. Improving work-life balance and making a more efficient use of time.

Unlimited PTO

We take pride in our team members’ incredible work ethic and want to provide the freedom to take time off when needed.

Full Range of Benefits

Comprehensive Insurance: Medical, Dental, Vision and Pet
Improving Financial Security: 401(k), Continuing Education, Bonus, and Profit Sharing

Fortitude is always looking for talented people to join our team

Interested in joining Fortitude? Here are the positions we are currently hiring for:

The Opportunity

Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.

The Expectations

  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
  • Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
  • Prepare, review, and complete individual, trust, partnership, and corporate tax returns

The Qualifications

  • 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
  • In-depth knowledge of tax or investments
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  • Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
  • Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
  • Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
  • Bachelor’s degree in accounting, finance, or related field
  • CFA, CPA, or CFP required

The Benefits

  • Competitive salary and annual performance-based bonus
  • Flexible work arrangements
  • Unlimited PTO and 10 paid holidays per year
  • Medical, dental, and vision health plans with generous employer contribution
  • Supplemented health savings account (HSA)
  • Short and Long-term disability coverage paid for by employer
  • Flexible 401(k) retirement benefits with employer contributions
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

Email your cover letter, resume and videos to:

[email protected]