Be part of a fast-growing wealth management firm that values innovation, collaboration, and professional development. All positions are fully remote with competitive compensation and equity participation opportunities.
Small-firm impact with large-firm resources. We invest in our people and provide the support you need to grow your career.
Work from anywhere with flexible hours
Transparent track for senior positions
Annual budget for certifications & conferences
Health, dental, vision, and 401(k) with 4% match
Pairing within first 30 days
Clear advancement paths and development opportunities
We're actively recruiting for several roles that align with our strategic roadmap and growth objectives.
Drive the next generation of our factor-based risk and forecasting models. You will work in a cloud-first environment, partnering with data engineers and portfolio managers to turn research into production-ready signals that power $2 B+ in client assets.
Own the post-sale customer journey — from white-glove onboarding to renewals and growth. You will be the primary advocate for a portfolio of HNW and institutional clients, ensuring they maximise the value of our platform and advisory services.
Support portfolio construction, manager due diligence, performance attribution, and investment reporting across discretionary and model-based strategies. You will partner with portfolio managers, research, and client teams to turn market data into disciplined recommendations for high-net-worth and institutional relationships.
Oversee the operational backbone of our insurance and risk-planning workflows, from case setup through policy issue and ongoing service. You will coordinate with advisors, carriers, and client service teams to keep applications, underwriting requirements, and policy records accurate, compliant, and on schedule.
Our streamlined 4-step process ensures a smooth experience for both candidates and our hiring team.
Email hr@burksfinancialgroup.com with cover letter + resume
Complete secure, mobile-friendly questionnaire
Access our knowledge base to understand our culture
Two rounds (skills & culture) + case study for finalists
Burks Financial Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join a team that's reshaping wealth management through technology, transparency, and evidence-based investing.
Contact HR Team at hr@burksfinancialgroup.com