Qualified and compassionate candidates who wish to be considered for the Client Service Associate (CSA) position are encouraged to submit a current resume with a cover letter to Recruiting@continuumadv.com with the subject line of: ORLANDO CLIENT SERVICE ASSOCIATE. Questions regarding the CSA position may be directed to (515) 344-3693..
We are a multigenerational wealth management practice serving the multigenerational investment
needs of our clients for over thirty-eight years. We build meaningful relationships with families through listening, educating, and guiding as they plan for new homes, education for their children and
grandchildren, tax planning strategies, retirement, vacations, and estate planning strategies. Over the course of this lifelong relationship we assist our clients with our experienced-based advice, quality of service, and independent investment options. Through exemplifying the highest level of integrity, we can achieve our commitment to our clients and their financial well-being.
The Company provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination.