Who We Are
We help financial advisors, CPAs, and insurance agents build, protect, and transition the businesses they have spent their careers building. We do it remotely, from everywhere.
Our Culture
Eleven values, one acronym: SHOW UP DAILY. It is not on a poster in a break room. It is how we hire, how we promote, and how we hold each other accountable.
How We Work
Fully remote, deadline-driven, and close to the client. You will not shadow for three months. You will be doing real work your first week.
Life at SRG
People First
Take good care of our employees and they will take good care of our clients. That idea guides how we hire, how we support each other, and how we invest in the people on this team.
Annual Corporate Retreat
Every summer SRG closes for four days and brings the whole team together in person. There is no work on the agenda. We eat well, get out and see wherever we are, and spend the time getting to know the people we work with on video all year. We always come back closer as a team, and that makes us better at serving our clients.
Rewards Trip
When the team hits its annual sales goal, SRG takes the whole company on a trip. Airfare, hotel, meals, and activities are covered, and the time away doesn't count against your PTO.
Everything You Need to Do Your Best Work
You can walk into a messy situation and make a smart call without waiting for permission. You connect dots fast, you see trouble coming, and you know when to handle it yourself and when to pull someone in.
You move fast without leaving a mess behind you. When your plate is full you say so early, and when you commit to a date, it holds.
Everyone here has a client. Yours might be an advisor in the middle of selling her practice, or the teammate waiting on your piece before she can start hers. Either way you answer the same day, you go past the literal ask, and people stop wondering whether it got done.
You know your subject cold and you keep it that way. You also understand where your work lands downstream and who is waiting on it.
You are the person people feel fine interrupting. You help outside your lane, you turn up for the team stuff, and you want the win to be everyone’s.
You represent SRG well whether the camera is on or not. You write clearly, you stay calm when a call goes sideways, and you never leave a client wondering who they hired.
You deliver without being chased. You raise problems while they are still small and boring, and your teammates never have to check whether it got handled.
Everything that leaves your hands is right. Internal memo or client-facing report, you read it one more time before it goes.
You take coaching without flinching and you invest in yourself on purpose. You chase the credential or the training, you get measurably better, and you bring back what you learned instead of keeping it.
You take accountability whether or not it is in your title. You own your mistakes out loud, you keep your word, and people are better for having worked with you.
You bring your whole self and a growth mindset, including the weeks when it would be easier not to. Culture holds because people hold it on the hard days.
All SRG Positions
We hire carefully and we hire year-round. If something below fits, apply. If nothing fits and you still think you belong here, write to us anyway and tell us what you would want to own. We read those.