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.
Support portfolio construction, trade execution, and performance attribution for discretionary and model-based strategies. Ideal for candidates with a solid operations background who want to grow into a portfolio-manager or investment-consultant track.
Architect and maintain the data pipelines that feed our client portal, quant research lab, and regulatory reporting stack. You will work with modern tooling (dbt, Airflow, DuckDB, GCP BigQuery) to ensure data is accurate, secure, and accessible in near-real-time.
Own the post-sale client 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.
Own budgeting, forecasting, and management reporting that informs firm-wide strategic decisions. You will partner with leadership, portfolio management, and data teams to turn financial and operating data into clear, actionable insights for a fast-growing independent advisory firm.
Lead the end-to-end experience design for our client and adviser-facing applications. You will turn complex investment workflows and analytics into intuitive, elegant interfaces that make risk, performance, and planning data easy to understand for non-technical users.
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