Careers & Employment

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EMPOWERMENT
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IT'S ALL ABOUT THE HEARTBEATS

People talk about changing lives; we work hard to make that change possible for generations to come.
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EMBRACING
DISCIPLINE FOR
TRUE FREEDOM

At Shilanski & Associates, Inc., our team firmly believes that freedom equals discipline. We embrace this intensity wholeheartedly, knowing that anything worth doing is worth pursuing with excellence. Our clients entrust us with their life savings, and there is nothing casual about that responsibility.

Each decision we make is driven by a commitment to impact the heartbeats we serve positively. We are dedicated to upholding the highest standards, ensuring that every action reflects our unwavering dedication to their financial well-being.

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VITAL ROLES FOR EXCEPTIONAL SERVICE: FINANCIAL ADVISORS, RELATIONSHIP MANAGERS, AND OPERATIONS PERSONNEL OPERATIONS PERSONNEL

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OPERATIONS PERSONNEL

Operations Personnel at Shilanski & Associates, Inc. are responsible for the crucial task of managing the movement of money within our firm.

Through their meticulous attention to detail and unwavering commitment to precision, our Operations team supports the entire firm's efforts to deliver exceptional financial advisory services.

Opening Brokerage Accounts: Efficiently managing the process of setting up new brokerage accounts for clients, ensuring all documentation is accurate and complete.

Transferring Retirement Accounts: Facilitating the seamless transfer of retirement accounts, making sure that funds are moved securely and promptly.

Managing Money Movement: Overseeing the movement of money within the firm, ensuring all transactions are executed accurately and efficiently.

Client Support: Providing support to clients and advisors by addressing any issues related account management transactions. 

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FINANCIAL ADVISORS

At Shilanski & Associates, Inc., our Financial Advisors play a pivotal role in helping clients develop personalized financial plans that align with their unique goals.

Recognizing that no two individuals are the same, our advisors are dedicated to creating strategies that cater to each client's specific needs and aspirations.

We have three levels within the Financial Advisor role:

Emerging Advisors:These are individuals starting their careers, focusing on gaining new certifications and learning the foundations of financial planning.

Experienced Advisors: These advisors seek more freedom within their role, adhering to established policies and processes while continuing to refine their skills and grow their client base.

Senior Advisors:Ready to take on leadership responsibilities, these advisors are committed to mentoring and growing other advisors within the firm, leveraging their extensive experience to elevate the entire team.

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RELATIONSHIP MANAGERS

At Shilanski & Associates, Inc., our Relationship Managers are essential in maintaining ongoing communication and providing exceptional assistance to our clients.


While they do not offer financial advice, their role is crucial in ensuring that clients receive the support they need.

Client Communication: Facilitating regular and clear communication with clients to address their needs and concerns.

Scheduling Coordination: Managing and coordinating schedules for client meetings and ensuring all appointments are timely and well-organized.

Third-Party Relationships: Handling relationships with CPAs, attorneys, and other professionals to ensure seamless collaboration and comprehensive service for our clients.

Client Support: Assisting clients with various tasks and ensuring that all necessary actions are completed efficiently and accurately.

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READY TO START CONQUERING?

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FINANCIAL ADVISOR

Financial Advisors ensure each client's financial goals are met with precision and care.

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RELATIONSHIP MANAGERS

Relationship Managers facilitate ongoing client communication, coordinate schedules, and manage third-party relationships without providing financial advice.

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OPERATION TEAM

Operation personnel are responsible for moving money but do not give financial advice.

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ROOTED IN FAMILY, COMMITTED TO EXCELLENCE

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OUR CULTURE: KIND, HONEST & HARDWORKING

Our work is, well, pretty intense, but you know what? We have all bought into the intensity because it matters.

Finanical planning isn’t just about portfolio performance, it is about giving our clients - the heartbeats behind the account numbers - a sounding board and team that shows up, giving their best in their pursuit of excellence.

Everything we do here is intentional, and we are not the right firm for everyone.

The question is, are we right for you?