Work with Us

At C2P, we’re proud to provide our team members with unmatched opportunities for growth, competitive benefits, and a dynamic company culture. We’ve been recognized as a great place for top talent to work, but that doesn’t stop us from continuing to provide an outstanding work environment that ensures our team members feel supported, valued, and happy to be a part of what we’ve built! If you want to love where you work and your coworkers just as much as your role itself, 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 are proud to create an environment that’s supportive, inclusive, and inspiring where our employees can thrive:

Why Work for C2P?


We firmly believe our greatest asset is our people, and 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. Our organization admires and respect these differences and strive to create an inviting atmosphere you feel comfortable working in and make sure you’re equipped to excel in, too.


Our C2P family is dedicated to making a difference — both in the world of financial planning and in the professional lives of our team, as demonstrated through our core values:

If we don’t care for our own family first, we can’t support American families to the best of our abilities. Our people are the heart of the culture at C2Pe.
We believe innovation and evolution must coexist harmoniously and work together to turn abstract concepts into something tangible that propels the business forward.
We enabled our employees to foster an ownership mentality and hold one another accountable because we’re all working toward the same objectives.
Hungry people are self-motivated and always looking for more. Humble people are more concerned about the well-being of their team than they are gaining status or earning credit.
It’s critical that we keep it light and fun and enjoy the ride of our daily work. We still work hard, but we approach everything with a fun mindset.


C2P receives Northcoast 99 Great Workplace Award
We’re honored to be named a great place for top talent to work. Learn more about what makes us an award-winning team!


C2P is proud to offer a competitive combination of hard and soft benefits our future team members can look forward to, including:

  • Health, dental, and vision Insurance
  • Life insurance
  • 401 (k) match
  • Paid time off (PTO): 11 paid holidays, plus your birthday off!
  • Summer Friday early closing hours
  • Flexible, hybrid work schedule with remote work opportunities
  • Fin get-togethers and group outings
  • Loyalty and referral bonuses

Fun with The Team

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 are actively hiring for the following roles:

  • No open positions

Reach Out to Us!

We’re always looking for motivated and innovative people with the right qualifications to 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!