Our roots
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients.
Established in 2017, we are currently one of the largest and fastest-growing registered investment advisors (RIAs) in the country. Our leadership team is made up of former advisors, business owners, and industry veterans who work hand-in-hand with advisors in our network.
We provide the foundation, scale, and resources to allow advisors to focus on their clients. Advisors in the Concurrent network operate independently but share a similar mindset when it comes to serving clients. Collaboration is in our DNA, and we consistently come together throughout the year to share ideas and resources – and form true partnerships.
Together, we achieve better outcomes for our clients.
Is this the right team for me?
More than anything, we want you to be happy here so we want you to know what working at Concurrent's like. In this video, our CEO gives some background on where we're headed as a business, and our team shares what's good (and hard) about working here.
Benefits
We work hard, but we also know you have a family, friends, hobbies, and a life outside the office. That’s why we offer a great benefits package, not just a competitive salary.
Paid time-off
Everyone needs a healthy, happy, and productive life. This means you'll need time to rest and recover without restrictive holiday limits.
Gold plated healthcare
Enjoy the best medical, dental and optical coverage money can buy. We've got you and your family covered for all eventualities.
Meaningful equity
You’ll be contributing to the team's success, so you deserve to share in it. Everyone in our team gets a meaningful equity allocation.
Top of the line equipment
We’ll set you up with the right tools to do your best work
A team that cares
You’ll be joining a team of smart, capable, helpful people that want you to win, our clients to be wowed, and our business to grow.
Competitive Retirement Plan
Best in class retirement plan featuring a dollar-for-dollar match up to 6%.
Current Opportunities
Don't worry if you don't see any roles you want to apply for now. Register your interest to allow us to contact you when a suitable role meeting your criteria comes along.