The Right Fit
We are focused on the who, not how. Having the right person in the right seat is our focus. The right fit is motivated, positive, and has a hunger for growth.
Our Culture & Values
Here at Millenia, we deeply value maintaining a culture that is uniquely ours. From leaders as mentors to sharing in conversations over lunch, we've curated a culture that fosters relationships and builds trust.
Family Oriented
At Millenia we understand how important work life balance is. It is why we continue to update policies, allow for flexibility, and treat our employees as individuals.
Leaders Who Care
Our leaders are here to help you succeed. They are people who support people. From lending an ear, to coachable moments, our leaders are here to build you up, not tear you down. They are a part of our team, not above it.
Keeping Up with the Times
In today's modern world, corporate technology, efficiency, and culture are constantly evolving. This is why we are searching for creative individuals with fresh ideas that will not only enhance the experience for our clients, but also continue to help our firm grow to new heights.
Always Growing
Here at Millenia, we are in a true season of growth. We are looking to change the status quo of the industry by seeking out individuals with the drive to succeed and equip them with the tools to do so.
Samantha Whitten
Registered Representative &
Executive Office Manager
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“I joined Millenia as an 'in' to the financial field. I stayed for the never ending opportunities.
Every day, I am surrounded by idea generators, thinkers, empaths, and everything in between.
It’s amazing what we can accomplish for our clients and within our firm just by having a strong group of people willing to collaborate”
Donavan Ray
Operations Specialist
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"One of the best aspects of working at Millenia is the opportunity and encouragement I've received from our leaders.
Millenia has given me the guidance and coaching needed to ensure that I am on the career path that suites me best.
Through a series of assessments, activities, and reviews, they have helped me realize my core strengths and how to best use them."
Lauren Gruen
Client Service Specialist
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"Coming from a Pastry background, I am no stranger to hard work. What I was missing was the pay off of that hard work. I've found that with Millenia.
I love working with exceptional people who care about our clients and each other as if we were a family. I love having my ideas and opinions heard and legitimately considered. The generous PTO policy, consistent schedule, and competitive pay drew to Millenia, but the people made me stay."
Alex King
Client Service Specialist, FPQP
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“As a Mom I truly appreciate Millenia's commitment to work-life balance. Coming from health care where long days and weeks were expected, I am grateful to have found a company that allows me to have the balance I always wanted and to be able to be there for my family when I'm needed.”
Tony Arnold
Financial Advisor
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"After working with Millenia Investments for 7 and a half years, I can tell you that it all comes down to customer service!
This is something that I believe differentiates us from other firms. I know that our team will continue to make sure our clients come first and this makes me excited to come to work each day!"
Jamison Lake
Client Liaison
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"The thing about Millenia's culture that has made it stand out to me is that it is so clearly a people-first organization.
I feel very grateful to work with such a supportive group of people that would go to the ends of the earth to help those around them and there is nothing more gratifying than seeing that hard work pay off for our clients "