Join the Infinity Team

Are you a financial advisor with excellent qualifications and high standards? Consider joining our team of investment professionals at Infinity. We’re looking for top quality individuals with a drive for building strong, productive client relationships. We’re especially interested in financial professionals with Chartered Alternative Investment Analyst Association (CAIA Association ®), Chartered Financial Analyst (CFA ®), Certified Financial Planner™ (CFP ®), Certified Public Accountant (CPA), and National Board of Certified Options Advisor (NBCOA ®) designations.

Individuals with experience as any or all of the following are encouraged to apply:

  • Broker or dealer selling corporate debt securities
  • Mutual fund retailer
  • U.S. government securities broker
  • Municipal securities broker
  • Broker or dealer selling variable life insurance or annuities
  • Broker or dealer selling gas or oil interests
  • Put and call broker or dealer or option writer
  • Broker or dealer selling tax shelters or limited partnerships in primary distributions
  • Broker or dealer selling tax shelters or limited partnerships in the secondary market
  • Non-exchange member arranging for transactions in listed securities by exchange member
  • Private placements of securities

Our investment advisors have access to a state-of-the-art electronic document management system and develop their own client base with our expert advice, assistance, and training. In addition, we help our associates locate and secure executive office space. But our assistance doesn’t stop there. While other broker-dealers offer little to no marketing support, you will be represented on our website and be closely connected with our established and respected brand name and presence.

For more information on opportunities available and terms, email us today.

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Greg Gilbert
President and Cofounder

James Simos
Chief Operating Officer and Cofounder


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Infinity Financial Services
1624 Franklin Street, Suite 1001
Oakland, CA 94612-2824

510.628.0671
866.682.3888 (toll-free)

info@8financial.com