Join Our Team
We’re always looking for talented, client-focused professionals who are passionate about making a difference in people’s financial lives. If that sounds like you, we’d love to hear from you.
Why Build Your Career at inSOURCE?
People-First Culture
We treat our team members the same way we treat our clients — with respect, transparency, and genuine care. Here, you're a person first and an employee second.
Independence & Autonomy
We trust our team. You'll have the freedom to do your best work, supported by strong resources and leadership that gets out of your way.
Growth & Development
From continuing education support to mentorship and career pathing, we invest in helping our people grow — professionally and personally.
Meaningful Work
Every day, we help real people make better decisions about their financial lives. There's nothing more satisfying than seeing a client achieve a goal they never thought possible.
Current Openings
Financial Advisor
Full-Time
We are seeking an experienced financial advisor to join our growing team. The ideal candidate holds a CFP® or equivalent designation, has 3+ years of client-facing experience, and is passionate about comprehensive financial planning. Responsibilities include client relationship management, financial plan development, investment oversight, and business development.
Client Services Associate
Full-Time
We’re looking for a detail-oriented, client-focused professional to support our advisor team. Responsibilities include client onboarding, account maintenance, scheduling, and operational support. Financial services experience preferred but not required — we’ll train the right person.
Don't See the Right Role?
We’re always interested in connecting with great people. If you don’t see a position that matches your background, send us your resume anyway. We’d love to learn more about you.