Find your fit in our high-performing, client-centric culture.
True Wealth was founded to make a substantial positive difference in our clients’ lives, our employees’ lives, and the communities where we live and work. We seek to do this by helping our clients Plan Smarter and Live Better. To accomplish our mission, our growing team needs highly capable professionals with a service mentality who fit well into our small-firm, fast-moving, intellectual culture.
Employment opportunities will vary depending on current needs. Described below are the most common positions we hire.
Work with clients to identify, implement and monitor all activities involved in the comprehensive financial planning process. Develop financial plans and align firm investment strategies to them, ensuring proper execution and updating as needed. Provides leadership to support staff and assists with firm business development objectives.
Client Service Administrator
Provides client service support for advisors, interfacing with clients to provide exceptional service. Fulfills all administrative functions related to client accounts and communicates regularly with service providers. Actively maintains advisors’ calendars, and schedules and confirms appointments.
Gain valuable industry experience and obtain college credit while working on projects alongside our team. Internship opportunities are available for students majoring in Finance, Financial Planning, or Accounting/Tax. Work may be focused in financial planning, investment research, operations, and tax planning/preparation.
Please submit a cover letter and resume if interested in joining our team.