A Career Beyond
the Ordinary

Focused on your growth

At GMAG, we are looking for people who match our experience: never following, always leading, unique and ready to be part of a community. We believe that everyone has untapped potential within them. We never accept less than our best to help each other and to deliver the GMAG experience. Discover how you can dream big, work hard, and find your success with us.

Experienced Professionals

Our team members at GMAG are designated industry professionals sharing a common set of values rooted in responsible relationships, collective intelligence, service innovation, and performance accountability.  Our employees are accomplished in their fields with experience ranging from 5 years to lifetime professionals in financial services.
Are you a highly skilled professional in the financial services industry? We would like to invite you to connect with us! Our company is actively seeking talented individuals to join our team.

Take a look at some of the key roles we are always looking to fill.

  • First point of contact with our ultra-high net worth clientele
  • Responsible for coordinating the GMAG scope of service
  • Accountable for an exceptional client experience
  • CFP® certified
  • Advises, Guides and Sources GMAG client relationships
  • Experienced industry professionals with CFP®, CPA, or CFA designations
  • Specialized expertise in tax and estate planning
  • CFP® and CPA certified
  • Responsible for client Financial Reporting and Innovative Bill Pay Solutions
  • CPA certified
  • Develops and Implements the GMAG Investment Strategy
  • Provides Consolidated Reporting of Private Investments and Due Diligence

Experience we are excited to see:

  • Undergraduate or Masters degree in in Finance, Accounting, Business Management or other related field
  • A valid and active designation (CPA, CFP®, CFA, WMA, FPQP)
  • At least 5 years of wealth management or financial professional experience
  • 5+ years’ experience working with high-net-worth clientele
  • Advanced skill with financial software- Salesforce, Addepar, RedBlack,Quickbooks, Bill.com, NetX, Wealthscapes, Microsoft Office
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships
  • Demonstration of deep understanding of financial markets and sound business judgement
  • Superior communication skills; ability to speak comfortably and effectively to colleagues and clients
  • Strong analytical skills and ability to translate and synopsize data
  • Team-oriented with ability to interact effectively with various functions including, investment professionals, marketing, risk, legal, compliance, technology and operations


Do you think GMAG could be a good fit for your career?

Submit your resume at: