CAREERS AT WORTHPOINTE

the life of your dreams — one that includes ultimate flexibility, unparalleled support and immediate partner status.

ARE YOU READY TO JOIN AND GROW WITH US?

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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:

  1. Grow — by focusing your efforts on client-facing activities.
  2. Support — ensures your time goes toward its highest and best use.
  3. Collaborate — by sharing technical and marketing information with colleagues.
  4. Prosper — as you ensure the value of your book of business.
  5. Balance — to create the life you desire.
  6. 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.

ARE YOU INTRIGUED?

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