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EntentVest Inc.

Palo Alto, California

Gen X Wealth Partners

Nationwide

Ferguson Wellman Capital Management

Portland, Oregon

Confidential

Denver, Colorado

Confidential

Dallas, Texas

Confidential

Houston , Texas

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The Financial Advisors, LLC

Newburyport, Massachusetts

Northeast Planning Associates, LPL Financial

Newburyport, Massachusetts

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Laurel Wealth Planning

Edina, Minnesota

Willbanks Metals Inc

Fort Worth , Texas

NEW! NEW!
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JMM CPA

Northbrook,

NEW! NEW!
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Capstone Financial Advisors

Downers Grove, Illinois

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Roth's Fresh Markets

Salem, Oregon

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Rayonier Operating Company LLC

Wildlight(Yulee), Florida

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EXACT Sports

Chicago, Illinois

Confidential

West Linn, Oregon

David E. Tully & Associates, PA

Nashua, New Hampshire

Conserv FS

Woodstock, Illinois

Grande Ronde Hospital

La Grande, Oregon

Prosper Portland

Portland, Oregon

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Elite Consulting, P.C.

Lake Forest, 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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