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Join the Team

Open Positions

Financial Planning Associate

Financial Planning Intern

Trader

View our Career Guide to see all full-time positions and summer internship opportunities.

A Culture of Excellence 

  • A set Monday - Friday, 8:30AM - 5PM EST work schedule
  • A highly flexible vacation policy
  • Competitive medical/vision/dental benefits
  • Automatic retirement plan contributions by the company
  • Quarterly team building activities
  • Countless opportunities for professional development & continuing education

Next Steps

Send your resume to careers@exchangecapital.com. Be sure to include the job title that you're applying for in the subject line.

If you have any further questions, please don't hesitate to contact us.

Career Track Guide Vertical

Make an Impact

We devote ourselves to providing our clients with professional advice and support, so they can live a worry-free financial life and spend time on what’s most important.

Surround Yourself With the Best

We believe in a flat hierarchy. This allows us to work as equals and celebrate as a team. Learn and grow from the smart, passionate, and experienced professionals around you.