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.
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:
C2P is proud to offer a competitive combination of hard and soft benefits our future team members can look forward to, including:
C2P and JL Smith team members celebrate their Community Day volunteering at the Cleveland Food Bank and packaging food together.
C2P celebrating a successful, “Be a Superhero” themed Mastermind Collegium advisor event in Cleveland — our premier live training for top advisors.
C2P and JL Smith employees having a barn good time at C2P’s 2023 Fun Do It Fest titled Barn Yard Bash, hosted by CEO and Founder, Jason L Smith, at his home in Oberlin.
C2P partners, chief officers, and co-workers coming together for a day of mini golf, corn hole, and more during Fun Do It Fest, C2P’s annual company outing.
Rare photo of C2P’s Marketing Team in the wild — they’re usually on the other side of the camera, cranking out content for our team and advisors!
Once a year, C2P co-workers gather from across the country to cruise around, crack jokes, and collaborate on fun activities together during the company-hosted, Fun Do It Fest.
The hardest thing about working at C2P? Having crazy fun like bull riding at our annual Fun Do It Fest —hosted at our founder's beautiful farm in Oberlin.
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:
Digital Media & Podcast Manager
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!