Careers at Vintage Financial Partners
Empowering Financial Futures – Starting with Yours
Why Work With Us?
At Vintage Financial Partners, we’re more than a wealth management firm—we’re a team of dedicated professionals who care deeply about our clients, our community, and each other. Headquartered in Rockville, Maryland, with reach across the Mid-Atlantic and beyond, we combine deep expertise with a collaborative culture to help our clients—and our team—thrive.
We believe great work happens when people feel valued, supported, and inspired. If you’re looking for a place to grow your career, make meaningful contributions, and be part of a firm that’s shaping the future of financial planning, you’ve come to the right place.
What We Offer
- Mission-Driven Culture – We serve business owners and wealthy families with purpose, precision, and care.
- Mentorship & Growth – From new CFP® professionals to seasoned advisors exploring succession, we help chart your path forward.
- Flexibility & Autonomy – We understand life happens outside of work. Our hybrid-friendly structure and ownership mentality give you room to breathe and lead.
- Cutting-Edge Tools – Leverage advanced planning software, AI tools, and operational support so you can focus on what matters most—your clients.
- Competitive Compensation – Base, bonus, equity opportunities, and benefits that reward your contributions.
Who We’re Looking For
We’re always on the lookout for talented individuals who align with our values and vision. You might be a great fit if you're:
- A CFP® or experienced advisor looking for a collaborative environment with a succession path.
- An operations or client service professional who values process improvement and personal growth.
- A future financial planner seeking a clear development path in a high-integrity firm.
- A like-minded practice owner exploring partnership, acquisition, or exit opportunities.
Current Opportunities
- Associate Financial Planner (Rockville, MD)
- Director of Client Services
- Transitioning Advisor or Practice for Acquisition
- Client Relationship Associate
- Don’t see the right role? We’re always open to meeting great people. Email us or schedule a conversation to introduce yourself.
Our Commitment to Diversity & Inclusion
We believe different perspectives make us stronger. Vintage Financial Partners is an equal opportunity employer. We welcome candidates from all backgrounds and walks of life.
Our Values
Innovative | Transparent | Relentless | Fun | Partners