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Jobs at Concurrent Investment Advisors | Concurrent Investment Advisors Careers

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Careers at Concurrent

If you’re looking for somewhere you can learn quickly, make a meaningful impact in a fast-paced business, and grow your career, you’re in the right place.

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Our roots

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients.

Established in 2017, we are currently one of the largest and fastest-growing registered investment advisors (RIAs) in the country. Our leadership team is made up of former advisors, business owners, and industry veterans who work hand-in-hand with advisors in our network.

We provide the foundation, scale, and resources to allow advisors to focus on their clients. Advisors in the Concurrent network operate independently but share a similar mindset when it comes to serving clients. Collaboration is in our DNA, and we consistently come together throughout the year to share ideas and resources – and form true partnerships.

Together, we achieve better outcomes for our clients.

Is this the right team for me?

More than anything, we want you to be happy here so we want you to know what working at Concurrent's like. In this video, our CEO gives some background on where we're headed as a business, and our team shares what's good (and hard) about working here.

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Benefits

We work hard, but we also know you have a family, friends, hobbies, and a life outside the office. That’s why we offer a great benefits package, not just a competitive salary.

Paid time-off

Everyone needs a healthy, happy, and productive life. This means you'll need time to rest and recover without restrictive holiday limits.

Gold plated healthcare

Enjoy the best medical, dental and optical coverage money can buy. We've got you and your family covered for all eventualities.

Meaningful equity

You’ll be contributing to the team's success, so you deserve to share in it. Everyone in our team gets a meaningful equity allocation.

Top of the line equipment

We’ll set you up with the right tools to do your best work

A team that cares

You’ll be joining a team of smart, capable, helpful people that want you to win, our clients to be wowed, and our business to grow.

Competitive Retirement Plan

Best in class retirement plan featuring a dollar-for-dollar match up to 6%.

Current Opportunities

All Locations

All Departments

5 jobs available

Job Title

Location

Department

Employment Type

Central Operations Associate Central Operations Associate

Operations

Tampa, FL

Full Time

Tampa, FL

Operations

Full Time

Client Service AssociateClient Service Associate

Operations

Boca Raton, FL

Full Time

Boca Raton, FL

Operations

Full Time

Director, Practice ManagementDirector, Practice Management

Practice Synergies

Tampa, FL

Full Time

Tampa, FL

Practice Synergies

Full Time

Investment Operations AssociateInvestment Operations Associate

Operations

Tampa, FL

Full Time

Tampa, FL

Operations

Full Time

Marketing AssociateMarketing Associate

Marketing

Tampa, FL

Full Time

Tampa, FL

Marketing

Full Time

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