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 opportunities to join our team of highly qualified and dedicated professionals.


Financial Advisor/Wealth Advisor

Wealthview Capital is seeking an experienced financial advisor to join the firm. Candidate will collaborate with team members in maintaining and enhancing current client relationships and developing new relationships. This position is a non-sales, salaried position with bonus potential and offers 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. This position is non-remote and can be based in either our Jackson, MS or New Orleans, LA office.

Prerequisites:

  • Mississippi or 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 mtaylor@wealthviewcapital.com


Financial Planner

Wealthview Capital is seeking an experienced financial planner to join the firm. Candidate will collaborate with team members in the creation, development and maintenance of the financial planning process for the firm's clients. This position is a non-sales, salaried position with bonus potential and offers 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. This position is non-remote and can be based in either our Jackson, MS or New Orleans, LA office.

Prerequisites:

  • CFP or ChFC required
  • Bachelor's Degree in Related Field, Master's a Plus
  • Three Years Minimum Industry Experience

To apply please send a resume and cover letter to Miriam Taylor at mtaylor@wealthviewcapital.com


Portfolio Manager

Wealthview Capital is seeking an experienced portfolio manager to join the firm. The portfolio manager assists in the management of client portfolios including portfolio construction, implementation, investing of new funds, periodic rebalancing, sourcing new investments, conducting due diligence and monitoring performance. The position is expected to develop and propose new investment strategies in alignment with the mission of the firm and strategic goals in the client’s financial plan as well as maintain up-to-date market knowledge. This position is non-remote and can be based in either our Jackson, MS or New Orleans, LA offices, salaried with bonus potential and offers significant income advancement and career development opportunity as well as the ability to make a significant impact in the direction of the firm.

Prerequisites:

  • Bachelor’s degree in related field, master’s degree preferred
  • Minimum 5-Years’ Direct Industry Experience
  • Must be able to work in an autonomous and entrepreneur environment
  • Ability to foster teamwork and communicate effectively
  • At least one CFP, CFA, CIMA,  AWMA or related designation
  • Exceptional understanding of the full range of investment expertise in wealth management

To apply please send a resume and cover letter to Miriam Taylor at mtaylor@wealthviewcapital.com


Client Service Associate

Wealthview Capital is seeking an experienced Client Service Associate (CSA) to join the firm. The CSA works collaboratively to help enhance client relationships and support service needs and requests. The CSA assists in the firm's operations such as account onboarding and maintenance, fund transfers, and RMD processing. In addition, the CSA aids in client services such as scheduling appointments, fielding inquiries, maintenance of the firm’s CRM, and helping drive an overall positive client experience. This position is a full-time, salaried, non-remote position in the firm's Jackson, MS office.

Prerequisites:

  • Enjoys exceeding client expectations
  • Experience working with a CRM
  • Detail-oriented
  • Self-starter attitude; enjoys taking ownership of projects
  • Minimum three years direct industry experience

To apply please send a resume and cover letter to Miriam Taylor at mtaylor@wealthviewcapital.com