Career Advisory for HNW Families
The Career Coach
Financial Advisors
Trust for Their
Clients' Families
Founded by
12 Years of Expertise
Former Fortune 500 recruiter. 4,000+ client engagements. Placed at Apple, Netflix, the NFL, and leading RIAs nationwide.
The referral partner your clients' families deserve.
A Track Record in Numbers
4,000+
Clients Placed
At Fortune 500 companies nationwide
12+
Years of Practice
Of elite career placement expertise
94%
Placement Rate
Within six months of engagement
Top 5
Employer Outcomes
Apple, Netflix, NFL, Goldman Sachs, Google
Founder Credentials
- Former Fortune 500 corporate recruiter
- 12+ years in elite career placement
- RIA-referred practice since founding
- Clients placed at Apple, Netflix, NFL, Goldman Sachs
Our Mission
Purpose-driven careers for the next generation of exceptional families
High-net-worth families invest decades building a legacy. Yet when their adult children face one of life's most consequential decisions — where and how to launch their career — they're often left without guidance that matches the standard of care their family expects.
Telos Career Advisory was founded to close that gap. We partner exclusively with RIAs, fee-only planners, and family offices as a referred service, bringing institutional-grade career advisory to the families advisors already serve.
"Telos" — the ancient Greek concept of ultimate purpose — names what we do: not just place young adults in jobs, but help them discover and build careers worthy of their potential.
"Every dollar of wealth we help protect deserves an equally careful plan for the next generation who will carry it forward."
Founding Philosophy — Telos Career Advisory
Our Practice
What We Deliver
Telos provides a structured suite of advisory services — each designed for the specific pressures and opportunities facing adult children of high-net-worth families. Referred by your advisor. Delivered with complete discretion.
Career Clarity & Purpose Mapping
Foundation Engagement · 6 Sessions
A structured diagnostic that identifies authentic career direction — separating family expectation from personal ambition. Includes values assessment, strengths mapping, and a written career thesis.
Elite Placement Strategy
Placement Engagement · 3–6 Months
Resume positioning, interview preparation, and active referral network access — targeting Fortune 500 employers, family offices, private equity firms, and professional sports organizations.
Wealth-Context Career Coaching
Ongoing Advisory · Monthly
Tailored coaching for young adults navigating career decisions within a high-net-worth family context — including family business succession, entrepreneurship, and professional identity formation.
Advisor Referral Program
Partner Track · For RIAs & Planners
A structured referral partnership for fee-only financial advisors. Includes co-branded materials, progress reporting to the referring advisor, and FINRA-compliant compensation structure.
What Advisors & Families Say
"I've been an RIA for 22 years. My clients trust me with everything — their retirement, their estate, their family's future. Telos is the only firm I've ever felt comfortable referring for their adult children's careers. The level of discretion and credentialing is exactly what my families expect."
Margaret H.
CFP, Senior Wealth Advisor — Fee-Only RIA, San Francisco
"I was 24, just out of Duke, and completely lost between what my parents wanted and what I actually cared about. Telos helped me build a real career thesis — I landed at Goldman within five months. Worth every dollar."
James T.
Client, Age 24 — Duke University, Class of 2023
"Our family office works with three Telos clients. The reporting back to us as the referring advisors is exceptional — we always know where each engagement stands. It's the first time I've had a referral partner that makes me look better, not just different."
Robert A.
Managing Director — Single-Family Office, New York
For Financial Advisors
Become a Telos Referral Partner
Extend your practice to the whole family. When your clients' adult children ask what they should do with their careers, refer them to the only firm built for that exact moment. We report back. You look exceptional.
By introduction only. We respond within 24 business hours.
For Families
Referred by your financial advisor?
If your family's financial advisor suggested you speak with Telos, we'd be glad to arrange an introductory conversation. Please have your advisor's name ready when you reach out.
Begin the conversationTelos accepts new clients exclusively by introduction through a referral partner advisor.