The answer is simple.
To provide financial professionals and financial institution programs with an exceptional experience solely focused on enriching and solidifying their relationships with their clients.
By delivering on our mission statement, financial professionals and programs build trust with their clients and are positioned to be the trusted advisor and source for all of their clients’ wealth management needs. We do this through listening, understanding, collaborating and identifying solutions that meet and exceed the expectations of our clients, the financial professionals and programs with whom we are affiliated and have placed their trust in us.
To achieve our mission, we hold dear a set of Core Values. These Core Values guide our actions and set a level expectation that can never be compromised.
Integrity – We are honest and transparent in all our dealings. We seek open and constructive relationships amongst ourselves and with our clients in order to build trust. No one individual or client comes before the good of the organization and our mission.
Accountablity – We take ownership of our own responsibilities as well as the actions of our colleagues, regardless of the outcome.We take pride in what we do each and every day. We never shy away from an issue or concern – we own and solve each one.
Boldness – We push ourselves and our colleagues to think differently and innovatively. We are willing to take risks and challenge the status quo in order to deliver the best possible experience to our clients.
Respect – We are always respectful of one another. We value and encourage diversity in our work environment and grow stronger together because we bring an array of perspectives, opinions, experiences and backgrounds to our work.We strive to connect on a real level and understand the importance of strong, meaningful, long-lasting relationships. We genuinely care for the well-being of one another and are compassionate and empathetic when interacting with each other and our clients.
Best of the Best
- Ranked as one of the top broker-dealers in the industry
- Partnered with some of the top financial institutions in the country
- Recognized as one of the Best Places to Work honorees
- Stellar job satisfaction rate of more than 94% from home office employees
- Awarded Top 5 Healthiest Companies in San Diego
- Rewarding career path
- Potential for advancement
- Great benefits
- Work/life balance
- Co-workers with high integrity and strong work ethics
- Collaborative culture and shared goals