Join Us In
Making A Difference

If our values-focused culture and passion for helping our clients achieve their goals appeals to you, we would love to hear from you. Employment opportunities currently available are listed below. Click on the links that interest you to access the job posting, qualifications, and application instructions.

We’re a growing company, and we hope you’ll grow with us!

John G. Ullman & Associates is a different kind of wealth management firm. Our “one firm” model provides high net worth individuals and families a single place to turn for all aspects of their financial lives, including financial planning, wealth management, and “special projects” catered to their unique needs. Our relationships with our clients are long-standing, often spanning decades and multiple generations.

We are Hiring:

Information Services Specialist

Location : Horseheads, New York
Salary : $16.00 – $24.00

John G. Ullman & Associates, Inc. is seeking an Information Services Specialist to join our firm.  This is an essential position in our company that will play an important role in supporting the company’s strategic plans to grow and expand the business. Role: Working in a team environment, the Information

Director of Financial Planning

Location : Horseheads, New York
Salary : $100,000 – $125,000

John G. Ullman & Associates, Inc. is seeking an experienced Director of Financial Planning to join our firm.   This is an essential position in our firm that will play a significant role in our strategic plans. Job Summary: The newly created position of Director of Financial Planning will play a

Director of Relationship Development

Location : Remote
Salary : $100,000 – $125,000

John G. Ullman & Associates, Inc. is seeking an experienced Director of Relationship Development to join our firm.   This is an essential position in our firm that will play a significant role in our strategic plans. Job Summary:  The Director of Relationship Development will be responsible for planning, coordinating, and

Equity Research Analyst

Location : Horseheads, New York
Salary : $80,000- $110,000

John G. Ullman & Associates, Inc. is seeking experienced Equity Research Analyst to join our Firm. These are essential positions in our company, and will play a significant role in the company’s strategic plans to grow and expand the business. Role: The Equity Research Analyst will be a member of

Interested in
joining us?

Submit a General Application

We are always interested in growing our team when we have the opportunity to work with the best in our industry. If you are a difference maker, interested in joining a dynamic wealth management team, and would like to pursue a career with John G. Ullman & Associates, please send a letter of interest and your resume.

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Where You’ll Work

It’s certainly not hard to fall in love with the areas John G. Ullman & Associates calls home. With four office locations, including Horseheads, N.Y., Rhinebeck, N.Y., Corning, N.Y. and Charlotte, N.C., JGUA has an expansive footprint that assists in bringing our comprehensive wealth management and financial planning services to clients across diverse regions.

Perks & Benefits