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.
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.