Career Opportunities
At C2, we are always looking for talented planners, advisors, operators, and financial services industry professionals who take pride in their work, want to build something exceptional, love to solve hard problems, and are driven by helping clients succeed.
Join a team where excellence starts with caring deeply.
C2 is a national, family-owned financial planning firm with a headquarters in Novi, Michigan.
We are always looking for talented planners, advisors, and operators who take pride in their work, love solving hard problems, and are motivated by helping clients succeed. We believe the best teams combine rigor with care: they are filled with people who iterate relentlessly to find the best path, who want to understand the “why” behind every decision, and who see excellence as a form of service.
We want to build something great for today’s clients and the generations that follow. If you’re the kind of person who values craft, accountability, and impact, and you want to be part of a team that puts helping families above all else, you’ll fit right in at C2.
Interested In Joining Our Team?
See our current job openings below.
Don’t see a role that matches? We’re always looking for great people to join the team.
Our Core Values
What Drives Our Team: A Culture of Excellence and Care
Love of the Game
We believe the primary ingredient of great work is great care. We sweat the details for our clients, and care more about getting it right than being right. We take pride in the craft of what we do.
The Team, the Team, the Team
We believe a great team is made of great differences. We come together through high trust, low ego, good intent, myriad perspectives, lots of care, and no malice. Getting to do it together is what makes it great.
Internal Locus of Control
We believe that challenges are a gift. We are high-agency and highly accountable. When something is unclear, broken, or stuck, we move it forward. Taking ownership is the standard. Put it on us.
Driven to Help
We believe that the best part of what we do is helping our clients. We are givers by nature. We feel a deep sense of responsibility to the families we serve, and delivering great results for them comes above all.
Summer 2026 Marketing Internship
The C2 Marketing Internship is designed for students who want to learn and contribute in a high-performing work environment where care, accountability, and ownership are the standard.
Client Service Associate
The Client Service Associate (CSA) plays a critical role in delivering an exceptional client experience at C2 Private Wealth. This position supports Financial Advisors and internal teams by managing client service requests, coordinating account administration, and ensuring operational accuracy across custodial and internal systems.
Financial Planner
Support our advisory team by serving as a Case Design Specialist. This role is critical to increasing planning efficiency, ensuring timely plan updates, and supporting more advanced planning strategies for our clients. You’ll work closely with advisors and internal partners to deliver thoughtful, accurate, and client-focused financial plans.
