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:
Tax Preparer
John G. Ullman & Associates, Inc. is seeking a Tax Preparer to join our firm. This is an essential position in our firm that will play a significant role in our strategic plans. This is an exciting time to join our firm as we continue to grow. As a Tax
Director of Financial Planning
John G. Ullman & Associates, Inc. is seeking experienced Director of Financial Planning to join our Firm. This is an essential position in our company, and will play a significant role in the company’s strategic plans to grow and expand the business. John G. Ullman & Associates, Inc. is seeking
Part-Time/On-Call Admin Support
John G. Ullman & Associates, Inc. is seeking an Administrative Assistant to join our Corporate Services Team on a part-time on call basis. The Role: This position is part-time, on call, to cover planned vacations, sickness (planned or unplanned as available). The Administrative Assistant will be part of a three-person
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.
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
- Work with a group of talented and very experienced CFP designated Financial Advisors, with strong professional networks.
- Comprehensive dental and health care benefits, life insurance, 401K, SEP-IRA, Company Holidays, Floating Holidays, Vacation Time and Sick Time.
- Ability to have long-lasting and visible impact on clients’ lives
- Opportunity to be a part of the firm as we grow and expand to meet the current and future needs of our clients.
- Work for an organization that is strongly committed to ethics and values, offers a warm and welcoming environment, is flexible, and is supportive of training, development, and continuing education.
- Access to all JGUA portfolio management, financial planning, and income tax services for you and your family
- Regular company outings
- Community Involvement