Join our Firm!

Our sole mission is to be the best fiduciaries possible to our indidual and business owner clients. We aim to attract like minded fianncial planners and financial advisors who resonate with this mission and are committed to constantly learning and growing their business as they put their clients first.

Whether you are looking at opportunities to intern at our firm, are a career changer or an expereinecd advisor we welcome you to contact us and work on your unique career path in this profession.

The following skills and unique characteristics make you attractive to client -forward firms like Sohum Financial Panning LLC:


  • You have the integrity and ethical compass to always put your client's best interest first and always conduct yourselves professionally.
  • You have a passion to empower people through financial literacy, and are committed to on going education and earning the CFP or CFA  or CPA designations.
  • You are open to learning and expanding your skills to stay competent and relevent in an ever changing market place.
  • you have an entrepreneurial mind set and like your actions and efforts to result in proportionate success in your career and earnings potential.
  • You are people person with good networking skills
  • you work well in both a team environment and at an individual level by being self motivated.



We also welcome Advisors who are looking to retire and transition out of existing established financial practices who would like to ensure that their clients continue to benefit from access to a competent succesor through a defined tranition plan. We work with third parties to enable buy outs that would also enable fianncial advisors to expnad their client base and build oprational efficiencies by adopting advanced technology platforms.


Mentoring is an important component of any succesful business and whether you are mentor or a mentee, the learning outcome and synergies developed are beneficial to both.


Contact Devika Kamboh or send your resume to Devika@SohumFinancialPlanning.com


Sohum Financial Planning LLC is an Equal Opportunity Employer.