Are you looking to use your talents to make a positive and profound impact on people’s lives?
Take the next step in your career at Wealthview.
Wealthview Capital is currently seeking experienced and dedicated individuals to join its team of next-generation professionals in the roles of Wealth Advisor, Financial Planner, Portfolio Manager, Operations Associate.
Candidates should possess a degree in Finance, Accounting, or an MBA and direct experience in the wealth management industry. We are currently hiring for roles in Wealth Advising, Portfolio Management, and Financial Planning. Ideal candidates will bring a passion for client service, a strong ethical foundation, and a desire to grow within a collaborative, boutique firm environment.
Key Qualifications
Bachelor’s degree in Finance, Accounting, or a related field; MBA preferred
Direct experience in the wealth management industry
Preferred professional designations - CFP®, CFA®, CRPC®, CIMA®, AIF®
Strong interpersonal and communication skills
A commitment to fiduciary principles and client-first service
Benefits
Medical, dental, and vision insurance
401(k) with company match and profit sharing
Generous paid time off
Professional development opportunities