Join Our Team

Careers

Join our dynamic team where open communication, collaboration, and a client-centric mindset drive our culture.

The Coyle Dream Team

We envision a team where every member excels in their role and collaborates effectively to achieve shared goals. Our focus is not just on individual brilliance but on creating a harmonious environment where teamwork thrives. We value determination, a self-starter mentality, and a genuine commitment to the success of both the company and one's colleagues. We believe that when driven, passionate people come together, they not only inspire each other but also achieve greatness.

‍Feedback and Growth
At Coyle Financial, we believe in the power of continuous, candid feedback to drive personal and professional growth. We recognize that open communication, built on trust and positive intent, is vital for individual development and fostering strong professional relationships.

Our Values

At Coyle Financial, our values guide how we work, how we treat one another, and how we serve our clients.
They reflect what we believe in, what we expect of ourselves, and the culture we strive to build together.

01: Integrity

We do what's right, even when no one is watching.

  • Act with honesty, transparency, and respect.
  • Follow through on our commitments.
  • Take responsibility for our actions and decisions.
  • Build trust through consistency and accountability.
02: Innovation

We challenge ourselves to find better ways forward.

  • Embrace new ideas and opportunities for improvement.
  • Look for ways to simplify processes and enhance the client experience.
  • Challenge the status quo with curiosity and an open mind.
  • Adapt to change and continuously seek opportunities to grow.
03: Tenacity

We persevere, take initiative, and follow through.

  • Approach challenges with determination and a solutions-oriented mindset.
  • Take ownership of our work and see things through.
  • Strive for excellence while recognizing there's always room to improve.
  • Remain resilient and committed when faced with obstacles.
04: Teamwork

We succeed by supporting one another and working toward shared goals.

  • Treat colleagues with respect and value different perspectives.
  • Share knowledge, communicate openly, and help one another succeed.
  • Put the success of our clients and the team ahead of individual recognition.
  • Take shared responsibility for creating a positive and supportive workplace.
opportunities

Explore our open positions...

Job Title
Location
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“If a job is worth doing, it's worth doing right.”

- Ed Coyle

Application 101

01. get started

Review our job listings carefully and determine the position you feel is the best fit for your experience and capability. You can always reach out to us for questions or clarifications about listed positions prior to applying.

02. apply

Click the link pertaining to the job in which you are interested, complete the application questionnaire, and then submit your resume (we prefer one page, if possible) along with a cover letter expressing your interest in joining our team. Highlight any experience or skills that you think sets yourself apart. Once you’ve submitted your application, you’ll receive a response from one of our team members notifying you that we’ve received it.

03. prep

Please review the materials on our website and our profiles on LinkedIn. We’ll definitely have questions for you, but come prepared with questions for us, as well. Not all our positions require extensive experience in our industry but take the time to learn a little bit about the nature of what we do and to determine why you’d like to work with us and how we can help you. Additionally, please screen your social media to make sure the online representation of yourself reflects a reasonably professional image.

04. interview

First, you’ll conduct a brief online interview with an HR representative as an initial screening. Next, you’ll interview with the person to whom you would directly report. You will then complete a 30-minute skill assessment along with a Kolbe A™ Instincts Test. Finally, you will conduct interviews with members of our executive team which may be either online or in-person (schedule permitting). Dress appropriately (business casual or better) and make an effort to look your best. For online interviews, make sure to identify a quiet place with a stable internet connection. Check and double check your camera and microphone before the interview begins.

05. consider offer

If you’ve made it this far, congratulations! We will send you an offer letter with our basic expectations and starting salary, along with details about our benefits and bonus structure. You’ll typically have about a week to review and get back to us with an answer. Welcome aboard!

Our Benefits

health
insurance

life
insurance

disability
insurance

dental
insurance

fsa
plan

401(k)
matching

Paid Time
Off (PTO)

paid
holidays

paid parental
leave

Our Core Values

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01. get started

01. get started
Contact

Let's Begin

Start the conversation today by reaching out to our team.

"My favorite part about my role is helping families understand their financial outlook and watching them achieve their personal and financial goals."

Rebecca Fragassi

Service Advisor, CFP
"We all have each other's back, no matter the role in the firm or the task at hand. We truly work as a team for each other, and for our clients."

Rebecca Fragassi

Service Advisor, CFP
"At Coyle, it's like being part of a close-knit family where flexibility is valued, employees come first, teamwork thrives. It builds my confidence every day."

Vicki Schauer

Financial Planning Specialist
"The Leadership at Coyle genuinely accept who I am and foster my development."

Jenny Selvaggio

Wealth Advisor, CFP
"One of my favorite things at Coyle is welcoming all who come to the office and showing them they are a valuable part of our family."

Karyn Lachenschmidt

Office Manager
"In my job search, I had a checklist of essential criteria, and Coyle surpasses all expectations, offering inspiring work, a supportive team, and a strong sense of camaraderie. Working here feels like an investment in a company that invests in me, akin to the familial approach we take with clients."

Megan Merrigan

operations Manager
"I truly enjoy helping people and families."

Jenny Selvaggio

Wealth Advisor, CFP
"The best part of the role is connecting with clients, offering support, and making a positive impact. The satisfaction comes from helping people find solutions and witnessing their relief and improved quality of life."

Megan Merrigan

operations Manager
"Coyle values aren't just a list of nice words and ideas to attain. They happen at Coyle every day."

Karyn Lachenschmidt

Office Manager
"My role is complex, autonomous yet collaborative, ever-evolving, and connects me with the entire firm."

Vicki Schauer

Financial Planning Specialist