Career Opportunities

About Our Firm

At Sortino Financial, we help clients make financial decisions they might not otherwise make — decisions that can transform their lives and futures. We provide holistic, consultative financial planning that integrates investments, retirement, taxes, risk, and estate considerations through a client-centric, team-based approach.

We partner closely with accounting professionals and other experts across the financial services industry to deliver thoughtful, customized advice that simplifies complexity and builds confidence. As a small but growing firm, we’re deeply committed to aligning each team member to their highest and best use — focusing on what they do best and enjoy most. Our ensemble structure allows us to better serve clients through collaboration, shared insight, and collective accountability.

We believe growth should be mutual — not just for the firm, but for our clients and employees. Through ongoing mentorship and an educational, planning-first mindset, we’re proud to help develop the next generation of financial professionals who bring integrity, clarity, and a team-first attitude to every client relationship. Together, we help clients gain clarity in their current situations, grow toward their financial futures, and make meaningful decisions with confidence.

Why Join Us?

• Flexible work environment after introductory period, with performance-based assessment rather than hours-based evaluation.
• Growth potential within a small, collaborative team structure.
• Opportunity for cross-training and lateral movement across roles.
• Direct client interaction across all levels of the organization — not limited to senior advisors.
• Professional development, mentorship, and a culture focused on education, clarity, and integrity.

Current Open Positions

Follow the links below to learn more about the current roles that are open within our company. We are actively seeking candidates who want to join an ensemble, team-based firm that focuses on shared impact and collective growth.

Service Advisor — Lead and support client meetings, working with our existing clients in a collaborative team environment, guiding their planning and supporting ongoing financial updates and decisions. Apply Here

Paraplanner (Assistant Planner) — Build planning expertise by preparing clear deliverables from client data and supporting client meetings, while growing your skills within a collaborative team focused on impact and continuous improvement. Apply Here