Join the
WPWealth Team

We are passionate about providing exceptional service and helping clients
achieve their financial goals. If you are too, we'd love to hear from you.

Why Work with Us?

At WPWealth, we are proud to be recognized by InvestmentNews as one of the 2024 Best Places to Work for Financial Advisors.

We strive to foster an environment of entrepreneurship, curiosity, and growth. We encourage continuous learning and professional development, ensuring you have the support you need to advance your career.

Why Work with Us?

At WPWealth, we are proud to be recognized by InvestmentNews as one of the 2024 Best Places to Work for Financial Advisors.

We strive to foster an environment of entrepreneurship, curiosity, and growth. We encourage continuous learning and professional development, ensuring you have the support you need to advance your career.

Benefits + Perks You’ll Love

Your wellbeing is important to us. That’s why at WPWealth, our employees are provided with an array
of resources to cater to their needs as well as their loved ones’.

Paid Time Off

Employees are provided a generous amount of paid time off to use how they prefer

Health & Wellbeing

100% firm paid medical insurance as well as options for dental and vision

17 Paid Holidays

Employees receive 17 paid holidays per year to disconnect and recharge

Maternity/Parental Leave

Time to enjoy the addition of a new family member

Retirement Plan

WPWealth offers employees a 401(k) plan with discretionary profit sharing

Exam Reimbursements

Compensation for Professional Exams and Dues throughout your employment

Flexible Work Arrangements

Flexibility with remote work to accommodate each employee’s needs

Community Involvement

8 hours of paid Volunteer Time Off annually to serve your community through a charity of your choice

Dress For Your Day

Tailor your choices based on your schedule. Yes, that means jeans can be acceptable on any day!

Ready to get started? Here's what to expect

We designed our hiring process to be a seamless experience as we get to know each other.

  • Resume Review

    Once you apply, we’ll review your material for relevant criteria and skillsets.

  • Phone Screening

    Then, we will have a quick call to understand your background and goals.

  • Interview

    You’ll get to meet the partners, manager, and team you’ll be working with.

  • Offer Letter

    Your official offer to join WPWealth!

Careers at WPWealth

Get in Touch

If you are interested in being a part of the WPWealth
team, please send your resume and/or CV to our Director
of Operations, Rebecca Sierp.

Email Rebecca

Get in Touch

If you are interested in being a part of the WPWealth
team, please send your resume and/or CV to our Director
of Operations, Rebecca Sierp.

Email Rebecca
Careers at WPWealth

Inquire now

Fill out the form below and a member of our team will contact you. We endeavor to answer all inquiries within 24 hours on business days.