We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Because we’re not just building a business—we’re building a better way forward.
A team of mission-driven professionals united by a commitment to integrity, service, and results. At Ai Merchantry, we foster a culture where collaboration, innovation, and personal growth are not just encouraged—they’re expected. Whether you're in advising, technology, or operations, you’ll be part of a values-centered movement that empowers you to grow, lead, and make a meaningful impact in the lives of the people we serve.
We put people before policies—listening first, educating always, and guiding every client with care, clarity, and respect for their unique journey.
We lead with honesty, uphold the highest ethical standards, and stay accountable to our promises—because trust isn’t a pitch, it’s a practice.
We connect advisors, agents, professionals, and partners across industries—leveraging collective wisdom to deliver real, holistic solutions for clients and communities.
Intentional Innovation
We embrace smart, purpose-driven innovation—using technology like AiM2 Elevate™ to streamline operations, simplify decisions, and elevate service without losing the human touch.
Relentless Excellence
We hold ourselves to a higher standard—always improving, always learning, and always pushing forward with discipline, purpose, and pride in the work we do.
Inclusive Impact
We honor every voice, background, and story—fostering a culture where diversity isn’t just welcomed, it’s essential to creating the kind of impact that lasts generations.
Our financial professionals bring deep experience and insight, managing complex solutions with care, clarity, and precision.
Our operations professionals are the backbone of Ai Merchantry—ensuring every system, service, and client experience runs with clarity and precision. Rooted in a culture of collaboration, inclusivity, and purpose, we welcome those who thrive in environments where innovation meets intention and every role contributes to meaningful impact.
Because we’re not just building a business—we’re building a better way forward.
We invest in your potential with access to national conferences, certifications, and personal coaching. You’ll always have the tools, mentorship, and training to grow with confidence and lead with purpose.
Your life beyond work matters. That’s why we offer generous maternity and paternity leave, a paid volunteer day to give back, and flexible support systems that honor every season of life.
We connect advisors, agents, professionals, and partners across industries—leveraging collective wisdom to deliver real, holistic solutions for clients and communities.
Financial Wellness
We offer Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and an Employee Assistance Program to support your financial planning and overall well-being. Our Team Incentive Compensation Plan rewards performance, dedication, and excellence.
Culture of Collaboration
We foster an environment where your voice matters. With a culture built on communication, integrity, and inclusivity, you’ll find purpose-driven professionals working together toward something greater than themselves.
Flexible Work with Purpose
Whether in the field, remote, or in hybrid settings, we support flexibility that fuels your productivity and balance. Our tech-driven tools and human-first approach help you work smarter—not harder—so you can live fully and lead well.
Helping you achieve financial success with expert guidance and personalized strategies.
Corporate Office:
207 W. Millbrook Road, Suite 200
Raleigh, North Carolina 27609
(844) 626-2246
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