Find Your Purpose at ProVise
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Supporting Your Life—At Work and Beyond
We believe great work starts with feeling supported. At ProVise, our benefits are designed to promote well-being, flexibility, and long-term growth—so you can focus on doing meaningful work while maintaining balance in your life.
Comprehensive Health Plans
Access to medical, dental, and vision coverage designed to support your health and the well-being of your family.
401(k) Plans and Match
We help you invest in your future with a competitive 401(k) plan and employer matching to support long-term financial security.
Paid Time Off & Holidays
Enjoy generous paid time off and recognized holidays that allow you to recharge, spend time with family, and pursue personal interests.
Paid Volunteer Time
We encourage giving back by offering paid time for volunteer activities that support causes meaningful to you and your community.
Hybrid Work Schedule
Our flexible hybrid work environment supports productivity, collaboration, and work-life balance—wherever you do your best work.
Roles We're Hiring For
While we may not have open positions at the moment, we’re always interested in connecting with talented professionals.
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What Our Team Has to Say
“The collaborative team environment and singular focus on serving clients are my favorite things about working at ProVise. I also consider it a tremendous honor to be able to partner with our clients on helping them reach their financial goals.”
Russell J. Campbell, CFP®, CIMA®
Senior Financial Planner
“I started ProVise because I believed financial planning could be done differently. With integrity, with heart, and always in the client’s best interest. Watching this team carry that forward is the most rewarding part of the journey.”
V. Raymond Ferrara, CFP®
Founder & Executive Chair
“Every client I work with defines financial success a little differently. My job is to understand what that means for them specifically and then build a plan that actually gets them there. That kind of work never gets old.”
Sandy Risgaard, CFP
Senior Financial Planner
“I came to financial planning because I watched my own family struggle to understand their financial picture. At ProVise, I get to help people avoid that uncertainty every day, and being part of a team that genuinely puts clients first makes that work even more meaningful.”
Christiana Dirks, CFP®
Paraplanner