careers
Join the ProsperPlan Family
A meaningful career built on purpose, growth, and humanity.
Hi there. We’re really glad you found us.
If you’re here, you might be thinking about your next chapter. Maybe you want to grow faster. Maybe you want better mentorship. Better teammates. Better energy. Or maybe you just want to find work that aligns with your values again.
We really get that.
At ProsperPlan Wealth, we believe this work matters. The work we do supports our clients through important financial decisions. This is not just a slogan; it’s a belief we live by. Because money decisions are life decisions and walk with people through some of the most important moments of their lives.
Build a career that feels worth it.
We believe careers should feel like:
- growth you can actually see
- leadership that supports you (not controls you)
- teammates you trust
- and work that feels meaningful at the end of the day.
You shouldn’t have to choose between: success and peace, growth and family, ambition and values, effiency and being treated like a human being. At ProsperPlan, we’re building a firm where you have both.
Big enough to grow. Small enough to matter.
ProsperPlan is not a giant factory firm. But we’re also not a tiny practice with limited opportunity. We’re in that rare sweet spot: a firm that is growing quickly, while still protecting the values that actually matter.
That means: you will be seen, you will be supported, you will be developed, and you will matter. Every person on this team shapes the culture.
And that culture is part of why ProsperPlan Wealth was named Sacramento’s Best Financial Planner in 2025.
Where great work feels like shared purpose.
Here’s what we believe creates great work:
1) Relationships come first
With clients. With teammates. With our community. We’re all about real connection. Real care. Real trust.
2) Excellence is the standard
We don’t cut corners. And we don’t “good enough” our way through people’s futures. We take pride in our work because the stakes are high and our clients deserve our best.
3) Growth is expected and supported
We want you to grow. Period. And we back that up with mentorship, training, coaching, real feedback, and real opportunities.
4) You don’t have to be perfect
But you do have to care. If you care deeply, take ownership, and bring integrity to your work, you will do beautifully at ProsperPlan.
Meet our team before making a decision. Culture is real. You can feel it within five minutes.
The Prosperplan culture
Purpose, collaboration, and real growth.
At its best, this industry is extraordinary.
We help people retire. Heal. Rebuild. Leave jobs that no longer fit. Make sense of life after loss. Take care of family. Create freedom.
It’s personal. It’s emotional. It’s meaningful. And honestly? It’s hard to do it well without a strong team and a healthy culture. Some firms lose sight of the human side of this business.
But never us.
We’re a highly-motivated team that values:
- meaningful work
- high character
- lifelong learning
- and doing what’s right, even when it takes more effort
ProsperPlan is for people who value family, future, and thoughtful decisions.
Be real. Be human.
Be fully present.
We celebrate authenticity. We lead with warmth. We don’t believe in “professional distance”. We believe the best client experience is built through connection, care, and consistency.
Stay curious. Dream big. Keep growing.
We love driven people who want to get better every year.
We’ll support your learning through mentorship, coaching, and real development that matches your goals (not a generic training program).
Be rewarded fairly. Share in success.
Hard work should pay off. Great work should be recognized.
Compensation should be competitive, equitable, and aligned with contribution, with real opportunity to grow into greater responsibility and long-term success.
Thrive as a whole person. Always.
We’re not interested in burnout culture.
We want our team healthy, supported, and proud of the life they’re building. That’s why we offer robust benefits that support emotional, mental, financial, physical, and social well-being.
Join the ProsperPlan Family
We’re always looking for smart, engaged, caring professionals who value both client fulfillment and financial success.
If you’re the kind of person who:
- takes pride in doing things the right way
- values relationships
- wants to grow
- loves serving others
- and wants to be part of something special
…then ProsperPlan might be the right fit!