Become part of a wealth management team dedicated to providing financial advice and planning to our amazing clients and credit union members. As a credit union company we hold the same credit union values of putting the client first, being community minded and having a strong team-oriented, relationship based work environment.




If you're not ready to apply for a position today you can submit a General Application to show our HR team that you're interested in future opportunities.


  • Work/Life Balance– You won’t be chained to your desk; we trust you to manage your own day-to-day schedule. And in addition to three weeks of regular vacation time (for full-time employees), we offer Thrive-Time (10 days per year), which allows you to disconnect from work for smaller periods throughout the year.  
  • Health & Wellness– Your choice of flexible or comprehensive health package as well as $200 towards wellness activities per year.
  • Pension – 7% matching to our CSS Pension Plan
  • Learning & Development – Annual training/education related to your learning & development plan will be supported through covering costs and paid time off. We also offer a variety of networking and mentorship opportunities.
  • Credit Union Network - We are the wealth management company of our credit union owners, which means we have the exciting opportunity to partner with our credit unions to offer wealth management to credit union members.
  • Operational Costs - Thrive covers the operational cost (computers, office space/supplies, CRMs, etc) of doing business so our team can focus on building relationships with clients and help them reach their wealth goals.

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