Careers

Seeking financial professionals for a challenging and rewarding career.

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FINANCIAL PLANING DESIGNATIONS

MD Financial Planner Careers

Recruiting licensed financial advisors to join our team.

As a firm built on a practice group model, we are interested in individuals or (existing teams) with a niche focus, such as: retirement income planning, retirement plan services i.e. 401(k), estate planning, tax Planning, investment management & fiduciary consulting and portfolio management.

CAREER OPENINGS

Financial Planning Associate

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Work closely with Wealth Management Advisors who will serve as the primary Relationship Manager with clients, to understand their values, needs and goals. Assist clients with completing a Fact Finder form in order to prepare a comprehensive Wealthcare Financial Plan that addresses the following subjects: retirement income, expenses, liabilities, assets, investment risk tolerance, estate planning, insurance, college education and charitable giving.

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Advisor of Retirement Plan Services

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We are looking for an experienced Retirement Plan Advisor (e.g. 401K, 403B), or someone who has completed a certification or designation specific to defined contribution and defined benefit plans.

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Wealth Management Advisor

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We are always interested in speaking with seasoned financial advisors, currently serving the wealth management and investment advisory needs of their clients and who may be interested in joining the Wealthcare Financial Group, Inc. family.

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Estate Planner/Attorney

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We would to hire, or partner with an Attorney that specializes in estate planning for high net worth families and business owners, or someone who has completed a professional designation or certification in estate planning.

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CPA

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We would like to hire, or partner with a tax and accounting professional, preferably a Certified Public Accountant (CPA), or someone who have successfully completed the requirements to serve as a Registered Tax Agent.

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Junior Portfolio Manager

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Work closely with Wealth Management Advisors who will serve as the primary Relationship Manager with clients, to understand their values, needs and goals. Assist clients with completing a Fact Finder form in order to prepare a comprehensive Wealthcare Financial Plan that addresses the following subjects: retirement income, expenses, liabilities, assets, investment risk tolerance, estate planning, insurance, college education and charitable giving.

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POSITION REQUIRMENTS

  • Active FINRA Series 7 and/or Series 66 or 65 license
  • Clean compliance history
  • Commitment to client service and excellence

INTERESTED IN A CAREER AT OUR FIRM? PLEASE FILL OUT THE FORM BELOW AND WE’LL BE IN TOUCH

Which career position(s) are you interested in?*

Financial Planning AssociateAdvisor of Retirement Plan ServicesWealth Management AdvisorEstate Planner/AttorneyCPAJunior Portfolio Manager

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