CAREERS AT WORTHPOINTE
the life of your dreams — one that includes ultimate flexibility, unparalleled support and immediate partner status.
LIVE YOUR BEST LIFE
As a WorthPointe advisor, you’ll enjoy working in an entrepreneurial environment that’s designed to help you succeed professionally, financially and personally. The benefits of being part of our team include:
- Having the opportunity to be a partner
- Being affiliated with a process-oriented Dimensional Funds/SMART BETA firm — to accelerate your growth
- Gaining an exit strategy
- Retaining ownership of your book
THRIVE IN A CULTURE BUILT TO DRIVE YOUR SUCCESS:
- Grow — by focusing your efforts on client-facing activities.
- Support — ensures your time goes toward its highest and best use.
- Collaborate — by sharing technical and marketing information with colleagues.
- Prosper — as you ensure the value of your book of business.
- Balance — to create the life you desire.
- Connection — allows you to benefit from our wealth of professional relationships
Use your CFP® skills to benefit your clients — and your life — knowing tasks like compliance and HR, trading, bookkeeping and billing, and marketing and branding are being handled by colleagues who specialize in those areas.