Join Our Growing Team

Open Positions

Discover exciting career opportunities at DestinyOne Financial Group. We're looking for passionate professionals to help serve young athletes, coaches, educators, and entrepreneurs.

4
Open Positions
2005
Established
Growing
Multiple Cities

Current Openings

Explore our available positions and find the perfect role to grow your career with DestinyOne Financial Group.

Licensed Financial Consultant

Full-time Licensed Client-facing

Join our team as a Licensed Financial Consultant and guide young athletes, coaches, and educators through their financial planning journey. You'll work directly with emerging professionals to help them build secure financial futures while navigating the unique challenges of their careers.

Key Responsibilities:

  • Develop comprehensive financial plans
  • Build lasting client relationships
  • Conduct financial needs assessments
  • Monitor portfolio performance

Requirements:

  • Series 65 license required
  • 2+ years financial services experience
  • Bachelor's degree preferred
  • Strong communication skills

Licensed Insurance Professional

Full-time Licensed Protection

Protect the dreams and aspirations of young professionals through comprehensive insurance solutions. Work with athletes, coaches, and entrepreneurs to secure their financial protection and provide peace of mind as they pursue their goals.

Key Responsibilities:

  • Assess insurance needs
  • Design protection strategies
  • Process applications and claims
  • Conduct risk analysis

Requirements:

  • Insurance license required
  • Risk assessment experience
  • Detail-oriented approach
  • Client service focus

Tax Professional

Full-time CPA/EA Preferred Compliance

Navigate the unique tax challenges facing young athletes, coaches, educators, and entrepreneurs. Help optimize their tax strategies while ensuring full compliance with regulations in this specialized field.

Key Responsibilities:

  • Prepare complex tax returns
  • Tax planning strategies
  • Compliance monitoring
  • Client tax education

Requirements:

  • CPA or EA certification preferred
  • Tax software proficiency
  • Problem-solving skills
  • Attention to detail

Bilingual Client Services Representative

Full-time English/Spanish Customer Service

Bridge language barriers to provide exceptional service to our English and Spanish-speaking clients. Be the welcoming voice that helps athletes, coaches, and entrepreneurs feel at home while navigating their financial journey.

Key Responsibilities:

  • Provide bilingual client support
  • Process client requests
  • Coordinate appointments
  • Document interactions

Requirements:

  • Fluent English and Spanish
  • Customer service experience
  • Strong communication skills
  • Professional demeanor

Don't See Your Perfect Role?

We're always looking for talented individuals who share our passion for serving young athletes, coaches, educators, and entrepreneurs. Send us your resume and let's start a conversation about how you can contribute to our growing team!

Diverse Team
Inclusive culture
Growth Opportunities
Expanding nationwide
Meaningful Work
Make a difference