Concurrent remote work and careers
We empower advisors to elevate their clients' financial futures.
About Concurrent
Concurrent is a national, advisor-first RIA platform built to empower independent financial professionals with the freedom to grow on their own terms. We partner with advisors through a hands-on approach—providing the infrastructure, operational support, resources, and community needed to deliver exceptional client outcomes while scaling an independent business with confidence. With a focus on flexibility, autonomy, and long-term partnership, Concurrent helps advisors spend more time where it matters most: serving clients, building their practice, and shaping their future. As one of the largest and fastest-growing registered investment advisors in the country, we are proud to support a community of like-minded professionals committed to excellence, independence, and purpose-driven growth. Learn more at www.poweredbyconcurrent.com
Mission and direction
Concurrent is an advisor-first registered investment advisor platform that empowers independent financial professionals with the infrastructure, operational support, technology, and community they need to grow and serve clients with confidence. The company enables scalable, long-term independent businesses by combining hands-on partnership with flexible solutions that improve advisor productivity, client outcomes, and operational efficiency within the financial services industry.
Company values
- Autonomy
- Flexibility
- Partnership
- Excellence
- Purpose-driven growth
- Client focus
- Collaboration
- Integrity