Queer Futures: Paid Apprenticeship Opportunity at Query Capital 

Query Capital is a mission-driven financial planning firm primarily serving queer and trans millennials. We aim to increase access to high-quality personalized financial advice, implement values-aligned investments, and march together towards a sustainable queer future.

Query Capital is seeking to train a future financial planner with a demonstrated commitment to the queer community to join the firm in a full-time role. 

Query Capital’s apprenticeship program begins with coursework and on-the-job training in financial planning and gradually grows into an ongoing role as a lead financial planner with future Query Capital clients. 

No prior experience is required. We are looking for candidates who are relational, persistent, perceptive, curious, methodical, and tech-savvy.

The role is remote with a $45,000 starting annual salary and benefits. Significant raises are expected as financial planning skills are gained. 

Apprenticeship Trajectory

The learning process will begin by shadowing the lead planner and taking coursework in financial planning. 

Early on, your contributions will include:

• Gathering documents from clients

• Assisting clients with technology problems 

• Inputting financial information into software

• Managing data systems 

• Making phone calls to clients and financial institutions to confirm information

As you progress, you’ll also:

• Draft financial plans

• Participate in client meetings

• Become an expert in the software platforms we use

• Assess tax returns, account statements, budgets, credit reports, insurance policies, and other financial documents

• Make recommendations that prioritize clients’ life goals

• Communicate persuasively about hard-to-make changes

• Brainstorm work-arounds that address novel situations

We expect that building to this level of competency will take about 3 years. (Though the learning never ends!)

After earning your CFP credential, you will lead relationships with clients and become an important part of their path toward financial peace. 

Note: you will NOT be asked to sell products or find clients to bring in. Your role is ultimately to help us keep up with the organic demand for guidance in a complex and unfriendly world. 

Candidate Qualifications

Requirements

• A demonstrated commitment to the queer community 

• A deep and nuanced understanding of systems of oppression paired with a tolerance for imperfect efforts to make a difference 

• Impeccable usage of gender pronouns and new names

• Willing and able to pass a background check and fingerprinting (Regulatory Compliance Requirement)

• Living in the United States (Regulatory Compliance Requirement) - NY or PA residence preferred 

• Bachelor’s degree from an accredited institution preferred (CFP Board Requirement, without it we can substitute a ChFC but there would be career limitations)

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Candidate Characteristics

No prior experience is required. We are seeking candidates with the following qualities. 

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Relational 

• You have a warm demeanor and put people at ease during stressful moments

• You have a friendly and accessible writing voice 

• You’re an intentional communicator 

• You find meaning in helping others and making a difference even when the work required isn’t glamorous 

Persistent 

• You are able to troubleshoot the thorniest technological or situational roadblocks to resolution 

• You double-check your work 

• You’re comfortable making phone calls and getting answers  

• You can hold people accountable 

• You’re self-motivated and can make things happen

Perceptive 

• In a conversation, you notice what is and isn’t being said 

• You’re quick to pick up on cues and vibe shift 

• On a page, you catch typos, missing information, or if something seems off (or AI-generated)

• Overall, you grasp the thrust of the story and can set the details in their place 

Curious

• You have wide-ranging interests and a thirst for knowledge 

• You see yourself as a lifelong student 

• You want to improve yourself and help others to improve 

• You want to learn a person’s history and see their future

Methodical 

• You believe that good process is essential 

• You find it satisfying to put information in its slot

• You show up with consistency

• You follow established procedures accurately and make suggestions to improve them  

• You take pride in a job well done 

Tech-Savvy

• You’re quick to adapt to new technologies 

• You excel at wayfinding even in poorly designed user interfaces

• You’re used to helping others figure out how to navigate technology

• Advanced experience with tech is not expected but would come in handy 

Work Environment

Location​

• This position is REMOTE

  • Up to 2 weeks of in-person team-building (paid travel if applicable)

Hours​

• Traditional 40 hour Monday-Friday work weeks 

• No work during evening or weekends (including a policy against having slack/work email notifications on off-hours) 

• Hours are roughly 10-6 Eastern, with flexibility for modest adjustments 

• Synchronous work: The team is expected to be present and working during set hours; what we do is highly collaborative and often time-sensitive 

Pay & Benefits​

• Starting salary is $45,000

• 4 weeks paid vacation + 1 week paid sick leave

• All New York Stock Exchange and Federal (OPM) holidays off (14 in 2026)

• $500/month healthcare reimbursement 

• Retirement plan with 3% match

• Significant pay increases are expected as financial planning skills are acquired  

Professional Development​

• Query Capital will pay for the Certified Financial Planner™ education and examination process and allot 5 hours/week for on-the-clock study 

• We will offer mentorship and support in progressing in your financial planning career

• This work will satisfy the experience requirement for CFP certification

Conclusion

A career in financial planning is a hidden gem of work-life balance, opportunities for growth, earning potential, and a balance of helping others and nerding out. 

Candidates from marginalized backgrounds are encouraged to apply. 

If you are interested, please submit your application here. Thank you for your interest! 

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Career Trajectory Preview

After the Queer Futures Apprenticeship, you can expect competitive salaries commensurate with your skills and responsibilities. While specific raises and promotions aren’t guaranteed, this is a general sketch of income growth. 

As the team grows, the ability to branch out into diverse roles becomes more possible. Perhaps this would be senior positions that are not client facing, lower intensity, or specialize in a particular area. Let’s make this dream a reality together!​