Interested in Joining Our Stellar Team?

We're always looking for team members who are focused on bringing incredible experiences to our clients. 

Simply click here to submit your resume to be considered for one of our open positions below OR for us to keep your resume on file.

If we think it could be a good fit, we'll be in touch as soon as possible!

Hiring (6)

Planning Advisor

Customer Service Team

This is a multi-faceted position where you'll play a key role on our Customer Success Team by working hands-on with financial institutions that are excited about the impact Plansmith will make on their growth and earnings.


You'll be joining a service-oriented culture where our customers and associates are family.


Plansmith, a nationally recognized firm specializing in budgeting software, education and consulting, assists Banks & Credit Unions for improved growth and sustainable earnings. Our easy-to-use software and expert advisory services are used by over 1,500 Financial Institutions. We simplify the processes needed so our clients can make better-informed business decisions.


Requirements: Experience with Budgeting, Forecasting or Interest Rate Risk Software


If you feel that you would be a good fit, click here to submit your resume!