We're more than just a workplace. We're a family.

We know that finding a meaningful and rewarding job can be a long journey. Our goal is to make that process as easy as possible for you and to create a work environment that's satisfying - one you'll look forward to coming to every day.

Check out our open positions below!

We’re looking for individuals who are as excited as we are to help individuals and families achieve their dream retirements! We empower our team to take on the most inspiring challenges, and we believe that everyone has something important to contribute. If you're ready to launch an exciting career and make a difference, SPG may be a perfect match for you!

Note: Employment with Sound Planning Group is contingent upon satisfactory proof of employee’s right to work in the U.S., as required by law and upon completion of a basic background check; Employment with Sound Planning Group is considered “at will,” meaning that either the company or the employee may terminate the employment relationship at any time without cause or notice. Equal Opportunity Employer.

We're proud to help people discover and do what they love

We strive for excellence and challenge ourselves to think differently in order to create the optimal environment for our employees and clients to succeed. We’re an organized and adaptable group of critical thinkers, who collaborate to solve problems because we believe that everyone has something important to contribute.

Our clients are unique and diverse, yet all have the common desire to work with a team whose top priority is their best interest so that they can sleep soundly at night and make the most of their retirement years. SPG is a company that prides itself in being a positive, friendly, non-toxic environment. If you have to spend your waking time at work - you want it to be with this group of kind, humble, generous, and fun people!

Team Testimonials

Laura S.
Laura S. Compliance Coordinator

There isn't competition here. We help each other, we collaborate and adapt. Our clients need us to be informed and manage their investment with a high degree of integrity, and stewardship. Part of that process comes from all of us collaborating and adapting to what is needed. Our goal is not to just do the right thing all the time but to go beyond what is expected by our clients.

Cody C.
Cody C. Investment Advisor Representative

My favorite thing about SPG is the culture and relationships. My goal is to leave everybody I come into contact with better or leave them with some positivity. I believe that is a big part of stewardship (one of our core values).

Cari E.
Cari E. Front Desk & Office Coordinator

It is my goal to provide a warm and friendly environment where guests and clients feel welcome and comfortable. I love how we feel like a family, and that carries over with our clients.

Loren D.
Loren D. Investment Advisor Representative

I love taking the time and effort necessary to educate our clients and bring them along the journey of planning with me. I care for our clients as if they are my own family.

Debbie K.
Debbie K. Client Services Coordinator

When it comes to SPG's core values, "Collaboration" is the most key for me, and I love being able to trust my coworkers.