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Gianola Financial Planning

Columbus, Ohio

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Young Wealth Management

Davis, California

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Apella Wealth

Huntington Beach, California

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Financial Planning Solutions, LLC

Newton, Massachusetts

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Legacy Consulting Group

Plano, Texas

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Sky's Edge Wealth, Ameriprise Financial LLC

Madison, Wisconsin

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Woods Hole Oceanographic Institution

Woods Hole, Massachusetts

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Cable One

Phoenix, Arizona

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Univar Solutions

Downers Grove, Illinois

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VH Valuation Services Inc.

Chicago, Illinois

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Temperature Equipment Corp (TEC/NEC)

Tinley Park, Illinois

Core Specialty

Cincinnati, Ohio

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QRGA, LLP

Norwood, Massachusetts

Videojet Technologies

Wood Dale, Illinois

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Great Lakes Dental Partners

Chicago, Illinois

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Principal Wealth Manager
OneAdvisory is building critical software infrastructure for financial advisors allowing them to spend less time on manual, repetitive tasks and more time with their clients. The independent financial advisory industry is a $80T market in the US but has seen little technological innovation. We partner with financial advisory firms to help them rapidly scale their business while giving their clients better outcomes. We are a team of former financial industry veterans, tech founders, and operators. We’re looking for our first Wealth Manager who will help shape OneAdvisory’s wealth management strategy. As an early member of the OneAdvisory team, you will be responsible for sourcing, developing and managing client


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