About the Role
Wealthview Capital is currently seeking experienced and dedicated individuals to join its team of next-generation professionals. 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
About Wealthview Capital
Wealthview Capital is a boutique, fee-only registered investment advisor headquartered at Highland Village in Jackson, MS with a second office at One Canal Place in New Orleans. The firm partners with clients located throughout the U.S. and provides holistic wealth management via goals-based financial planning, professional asset management, and advice engagement in an atmosphere of mutual trust and respect. Our firm culture values integrity, collaboration, and long-term thinking. We strive to foster an environment where professionals can thrive and make a lasting impact on the lives of our clients.
Benefits
- Medical, dental, and vision insurance
- 401(k) and company match program
- Generous paid time off
- Professional development opportunities
Interested candidates should send their resume to ahurt@wealthviewcapital.com.