At L&M, our employees are like family
L&M Wealth Management is a family owned and run financial advisory firm that has been providing financial planning to thousands of people across New York State since 1972. We don’t view what we do as simply managing money – we build relationships and continue to grow our business through honesty, integrity, and hard work. We show up every day thinking about ways we can serve our clients better.
L&M offers a collaborative culture, challenging and rewarding work, competitive benefits, and the chance to work with a diverse clientele. Most importantly we offer a positive and inclusive work environment where all of our employees are treated like family.
We are committed to rewarding our employees with a comprehensive benefits package that can be tailored to meet their individual needs. These benefits include:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Plan with Company Match
- Life Insurance Options
- Employer Paid Supplemental Short-Term Disability
- Employer Paid Long-Term Disability
- Flexible Spending Accounts (Medical & Dependent Care)
- Health Savings Account
- Identity Theft Protection Plan
- Paid Time Off
- Paid Holidays
- Employee Assistance Program
- Training and Development
- Flexible Work Schedules
L&M is always looking for dedicated, driven, and talented professionals to join our team. We recruit on an ongoing basis for the following positions:
Client Service Specialist
If you’re interested in a career with L&M Wealth Management, please submit your resume and a cover letter.
L&M Wealth Management is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, gender identity, disability, veteran status, genetic information or any other legally protected characteristics.