Client Service Associate
Make the day-to-day client experience thoughtful and organized.
For people who enjoy clear communication, careful follow-through and helping others feel looked after.
Apply to role3LM / Careers
Everyone brings a different way of seeing things. We would like to hear yours.
Explore ways to contribute01 / Team & early careers
These are areas where we welcome introductions, rather than a list of confirmed vacancies. If something feels like a fit, tell us about yourself.
How to introduce yourselfMake the day-to-day client experience thoughtful and organized.
For people who enjoy clear communication, careful follow-through and helping others feel looked after.
Apply to roleBring care and curiosity to the details behind a plan.
For people drawn to research, preparation and turning complex information into something useful.
Apply to roleDevelop your perspective on advice and relationships.
For people interested in financial planning, listening well and learning how decisions connect.
Apply to roleHelp the practice work well, every day.
For people who notice what could work better and enjoy bringing structure to the details.
Apply to roleStart with what you want to learn.
Studying, exploring a new field or simply curious? Tell us what interests you and the kind of experience you hope to build.
Apply to role02 / Experienced advisors
3LM is affiliated with Cetera Investors. If you are exploring a new professional home, collaboration or the future of your practice, start with a conversation about what matters to you.
Share how you work with clients and what you would like to build next.
Email Vinya about joining 3LMTell us about the relationships you have built and your priorities for their continuity.
Email Vinya about a practice transitionConversations are exploratory. Any advisor affiliation, acquisition or succession arrangement would be subject to applicable approvals, regulatory requirements and mutually agreed terms. Please begin with a general inquiry; do not send client information.
03 / A simple introduction
No elaborate pitch needed. A few honest words about you are a good place to begin.
Use our Google Form for all job applications. Opens in a new tab.
Apply to 3LM