Details
Sorelle Wealth Partners is a boutique, women-led fiduciary firm built around the belief that financial planning should be deeply personal. Co-founded by Susan Jones, JD, CFP®, CDFA®, and Sara Gelsheimer, CFP®, we offer sophisticated financial planning, investment management, and tax and estate strategy, paired with a relationship-driven approach that helps our clients use their wealth intentionally. Our deeply personal approach is backed by the institutional-grade resources and capabilities of Savvy, our multi-billion-dollar platform, so clients get robust support without losing the personal touch.
This is an opportunity to join a growing firm where your work will have a visible impact on both our clients and our team.
Because we’re a small firm, you’ll have the opportunity to learn different parts of the business, build relationships with clients, and help us continue improving the experience we provide.
The position is intentionally part-time and flexible, making it a great fit for someone who wants meaningful professional work without a traditional full-time schedule. We welcome candidates with financial services experience as well as professionals returning to the workforce or making a thoughtful career transition.
Most importantly, we’re looking for someone who is organized, personable, dependable, willing to learn, and genuinely enjoys helping people. We want someone who will grow with us and feel like an important part of the Sorelle team.
About Us
We specialize in working with women navigating major life transitions, including divorce, the loss of a spouse, retirement, and other significant changes that bring financial decisions to the forefront.
Many of our clients come to us during a time when their financial lives feel particularly complex or overwhelming. Our role goes beyond managing investments. We help clients understand their financial picture, make thoughtful decisions, and build a plan aligned with what matters most to them. We also work with couples, families, and individuals who value comprehensive, highly personalized financial planning.
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