Careers

Our Hiring Process

1. Submit Your Resume & Cover Letter

Apply through our online job portal. Tell us who you are, what you’re good at, and why this work matters to you. We read every submission carefully.

2. Intro Conversation

If we see alignment, we’ll schedule a short call to explore fit — your goals, our values, and the big picture.

3. Team Conversation

You’ll speak with one or two team members about how you work, what the role could look like, and where you can make the biggest impact.

4. Offer & Onboarding

If it’s a mutual fit, we make an offer and walk you through next steps — including a clear onboarding plan designed around you.

The Kind of Team We’re Building

At Leverage Planners, we’re not just building retirement plans — we’re building confidence, clarity, and peace of mind for the people who’ve spent their lives working hard for others. That mission takes more than spreadsheets and strategy. It takes people who care deeply, think critically, and show up with integrity every day.

We believe in assembling a team of A-players — not perfectionists, but people who hold themselves to high standards, who own their work, and who genuinely enjoy making life better for others. If you’re someone who brings value, integrity, and a client-first mindset, we’d love to hear from you — whether we have an immediate opening or not.

“We eliminate financial anxiety and empower people with confidence in their wealth.”
That’s our Dharma, our guiding mission — and it shapes everything we do.