No posted roles. Always room for the right advisor.
We're not advertising open positions at the moment. We are, however, always in conversation with advisors who want to build a retirement-plan practice — or hand one to a team that will run it properly.
Where things stand today.
We're a small, deliberate team. Rather than post roles we don't yet need, we hire when a plan, a partnership, or a client relationship makes the seat real — and we usually already know the person by then.
If you're an advisor, that conversation is worth having now. Most people who join Navigate start as a partner or co-advisor long before there's a job title involved.
Three conversations we never turn down.
Whether or not a role is posted, these are the advisors we make time for.
Retirement plan advisors
You already advise 401(k) plans and want a platform that handles investment management, plan design, and participant engagement so you can stay in front of sponsors.
Wealth advisors
You work with individuals and households — including participants leaving a plan — and want TrailGuide's guided, micro-market model behind you.
Advisors planning a transition
You're winding down, succession-planning, or want to hand off the 401(k) side of your book to a team that will service it the way you promised.
The advisor pages are the real front door.
No proprietary funds, no house recordkeeper, no quota behind a recommendation.
Everyone touches real plans. There is no layer between you and the sponsor.
Documented investment, compliance, and review cadence — so good work doesn't depend on heroics.
Partner advisors keep their client relationships. We supply the plan machinery behind them.
Nothing posted. Still worth a conversation.
Tell us what you're building. If a partnership fits sooner than a role does, we'll say so.