Wealthview Capital is currently hiring. As a boutique, fee-only registered investment advisor that adheres to a fiduciary standard of care, we partner with families throughout the United States to help them achieve their life’s goals. The firm offers goals-based financial planning, discretionary portfolio management, and prudent financial advice delivered by a team that knows each client on a first-name basis. See below for current opportunities to join our team of highly qualified and dedicated professionals.
Senior Wealth Advisor
Wealthview Capital is seeking experienced financial advisors to work out of our Jackson, Mississippi and/or New Orleans, Louisiana offices. Candidates will collaborate with team members in maintaining and enhancing current client relationships and developing new relationships. These positions are non-sales, salaried positions with bonus potential and offer income advancement and career development opportunities as well as the ability to make a significant impact in the direction of the firm and in the lives of the firm’s clients. These position are non-remote.
- Mississippi/Louisiana Roots
- Extroverted Personality
- Client-Facing Advisory Experience
- CFP, ChFC, CIMA, CRPC, AIF designation(s) helpful
- Bachelor's Degree in Related Field, Master's a Plus
To apply please send a resume and cover letter to Miriam Taylor at firstname.lastname@example.org