Join the Team at True Blue Financial

Grow Your Career with a Team Committed to Trust and Excellence

At True Blue Financial, we are dedicated to serving our clients with unwavering commitment, integrity, and professionalism. Joining our team means becoming part of a community that values clarity, honesty, and trust. We believe in making complex financial matters simple and providing actionable advice to help our clients reach their potential. If you are passionate about financial planning and are looking for a place to grow professionally while making a real difference in people’s lives, True Blue Financial is the perfect fit for you.

Current Job Openings

The Senior Tax Preparer will deliver high-quality tax services and manage relationships with an existing client base. This role will also support junior staff while ensuring accuracy, compliance, and client satisfaction across all tax-related engagements.

Current Job Openings

Senior Tax Preparer

The Senior Tax Preparer will deliver high-quality tax services and manage relationships with an existing client base. This role will also support junior staff while ensuring accuracy, compliance, and client satisfaction across all tax-related engagements.

Current Job Openings

Administrative Assistant

The Administrative Assistant will work to deliver service and manage relationships with an existing client base and support the licensed assistants and client service associates in the office.

Client Services Associate

The Client Services Associate will work to deliver service and manage relationships with an existing client base and support the licensed assistants and financial advisors in the office.

Benefits and Policies

At True Blue Financial, we are committed to taking care of our employees. We offer a comprehensive benefits package that includes:

Health and Wellness:

  • Health Insurance Stipend: Annual employer stipend of $6,000 for full-time employees and $3,000 for part-time employees.
  • Life and AD&D Insurance: Coverage up to $100,000.
  • Long-Term Disability Insurance: Coverage up to 60% of monthly earnings.

Retirement and Savings:

  • 401k with Match: 100% match up to 3%, 50% match up to 5%.
  • Profit Sharing: 401k contribution of 0-10% of annual compensation.

Work-Life Balance:

  • Paid Vacation and Holidays
  • Monthly Net Operating Income Rewards

Professional Development and Perks:

  • Reduced Advisory Account Fees: After one year of service.
  • Reimbursement for Pre-approved Job-related Expenses

For more detailed information on our benefits and policies, please visit the following links:​

Apply today and take the first step towards a rewarding career with True Blue Financial.

Schedule your Free Consultation​

Choose a time that works for you to speak with one of our financial advisors—either in person or over the phone.

True Blue Financial Benton Harbor, MI office

Visit Our Benton Harbor Office!

Our office in Benton Harbor is open to serve you. Schedule an in-person appointment with us today.
667 W Main St Suite A
Benton Harbor, MI 49022
Hours:
Monday-Friday 8:30 a.m. — 5 p.m.