Careers

Careers

Work With Us

At C2P, we’re proud to provide teams with unmatched careers with growth opportunities, competitive benefits and a dynamic company culture. Experts have recognized us as a great place for top talent to work. That doesn’t stop us from continuing to provide the best!

We offer an outstanding work environment that ensures our team members feel supported, valued and happy to be part of what we’ve built! If you want to love where you work and your coworkers as much as your role, you’ve come to the right place.

Our team members share what they value most about working at C2P, from core values to work-life balance! We’re proud to create an environment that’s supportive, inclusive and inspiring where employees can thrive.

Current Openings

Excited to be a part of what’s happening at C2P? Browse our open positions to see if any are a good fit for you! We’re actively hiring for the following roles:

RIA Investment Operations Processing Coordinator

Client Services Associate – Insurance Sales Team

Why Work for C2P?

Culture

We firmly believe our greatest asset is our people. We’re committed to providing a dynamic and supportive workplace that allows every member to thrive. What makes our culture so unique is recognizing that everyone has different strengths and challenges. C2P admires and respects these differences. And we strive to create an inviting atmosphere you feel comfortable working in and you’re equipped to excel in.

C2P Core Values

Values

Our C2P family is dedicated to making a difference. That applies to both the financial planning world and our team’s professional lives. Our core values demonstrate this dedication!

We prioritize our team members’ mental, physical and spiritual well-being above all else at C2P. Each day, we encourage self-care and work-life balance. When you’re at your best, you can better serve everyone.

Our belief is that what makes you unique is what makes you essential to the team. It’s only when we combine our strengths that we can continue to innovate and grow. And then, we can do it all over again with the next big idea!

C2P encourages every team member to adopt an ownership mindset and be proactive and accountable in their role. Our transparent culture and Stake in the Outcome (SITO) Program ensure when we reach our objectives, we all get rewards.

We champion people who are self-motivated and always looking to grow while being quick to recognize others’ contributions. This balance of ambition and humility creates the positive work environment we strive for, driving our collective success.

C2P prioritizes creating a supportive, welcoming and easygoing environment where you can prosper in work and life. We’ve seen firsthand that if you’re having fun and feeling relaxed at work, you can accomplish more for yourself and your team.

Investment News named C2P one of the Best Places to Work for Financial Advisors in 2025!

We’re honored for industry experts to deem us a great place for top talent to work. Learn more about what makes us an award-winning team!

Benefits

We’re proud to offer a competitive combination of hard and soft benefits. Future team members can look forward to benefits including the following:

  • Health, dental and vision insurance
  • Life insurance
  • 401(k) match
  • Paid time off (PTO): holidays, your birthday, plus your PTO package!
  • Summer Friday early closing hours
  • Flexible, hybrid work schedule with remote work opportunities
  • Fun get-togethers and group outings
  • Loyalty and referral bonuses
  • Volunteer opportunities

Reach Out to Us!

We’re always looking for motivated and innovative people with the right qualifications. If that’s you, please join us in our mission to simplify financial planning for advisors and the clients they serve.

Reach out to us to see if we’d be a good fit! Contact Brenda LeBlanc about careers at Bleblanc@c2penterprises.com.