Skip to content

Chicago-based financial planning and investment management firm serving clients nationwide

Careers Build your career by better serving clients.

What to expect as part of our team

We are an independent Registered Investment Advisory firm. We serve as fiduciaries and trusted financial advisors to a wide range of clients in many different stages of life. We also serve institutions and their employees through a broad range of retirement plan services.

We have a long-term track record for portfolio performance and client satisfaction. Together, these contribute to our industry-leading client retention rate and countless referrals.

Most of our team is based in the Chicagoland area, but we serve clients nationwide. And we are always looking for like-minded individuals to join our team and help our clients achieve their full wealth potential.

Our benefits demonstrate our commitment to our team

  • Base pay, incentive pay and discretionary bonus
  • Excellent health benefits and top-shelf coverage
  • Generous paid time off
  • Remote work flexibility
  • Subsidized 401(k) plus profit sharing

Current available positions

Please visit our EMBREE FINANCIAL LinkedIn page for a list of current openings and details on applying. Connect with current members of our team to learn more about us. You can even create job alerts so you’re notified when we post new jobs that match your interests.

Our mission

We empower clients to build on their past success, support their life objectives, provide them with the resources to make sound financial decisions, and facilitate their ability to embrace each phase of their financial life.

Our principles

A collaborative approach

Our team-based approach to client relationships is holistic. Addressing a client’s comprehensive needs at many different stages of life is far more than a one-person job.

Tailored guidance

All of our plans for clients are completely customized and based on their specific resources and unique goals. We have never offered cookie cutter or packaged guidance and never will.

Lasting relationships

Our first client in 1995 still works with and trusts us today. That’s the benchmark every member of our team strives for in every relationship.

Our values


Still have questions? Let’s talk.

We are always looking for talented and ambitious professionals to join our team in serving our clients. If our mission and values are a good fit with your mindset, we invite you to contact us to discuss possibilities for working together.

or visit our LinkedIn page to connect with us.

Interested in your business becoming part of ours?