Careers
Our Mission
Our mission is to challenge and transcend traditional financial approaches and empower others with forward-thinking wealth management strategies that ensure growth, protection, and resilience during this unprecedented time of global economic transition.
Our Vision
Our vision is to pioneer a new era in wealth management and emerge as the industry’s trusted leader, renowned for our disruptive approach, contrarian foresight, innovative strategies, and unwavering commitment to financial success.
Our Core Values
Integrity & Transparency
Our commitment to honesty is reinforced with transparent, data-driven practices to establish trust and clear understanding in every client interaction.
Exceptional Service
Our pursuit of unparalleled satisfaction is relentless. Each client receives boutique service with a dedicated team of advisors who actively listen to every unique financial goal.
Bold Resilience
In the face of economic fluctuations, our steadfastness ensures we adeptly protect and grow our client’s wealth, adapting strategies to meet changing conditions.
Visionary Innovation
Embracing unconventional approaches, we challenge traditional finance with innovative insight, uncovering unique opportunities and offering fresh perspectives in wealth management.
Benefits
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Benefit TBD
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Our Company Culture
At Walser Wealth, we champion a culture of innovation, offering unique financial insights that break through traditional boundaries. Our holistic, contrarian approach to financial planning and investment management is precisely designed to navigate clients using distinctive, forward-thinking strategies. Guided by integrity, transparency, and exceptional service, our team is dedicated to a client-first philosophy. With resilience and ingenuity at our core, we craft strategies to protect and grow wealth amidst the dynamic shifts of the global economy.
When you become part of Walser Wealth, you’re not just joining a company; you’re joining Team Walser, a dynamic group that operates like a professional sports team. At Walser Wealth, we’re continuing to build our dream team, comprised of A-list players who share our vision and drive. As we navigate each phase of our growth plan, our A-players will stand by our side, pushing boundaries and achieving excellence together.
We understand that A-players seek to work with like-minded individuals, because we are those players, and that’s who we want to work with. That’s why we foster an environment where excellence is not only encouraged but demanded. Our team is committed to continuous improvement, always striving to become the best version of themselves. Each member of our dream team plays a crucial role in our success, and we value the contributions of every player.
As we propel towards our goal of becoming the #1 national Firm, there’s no better time to join us on this exciting journey. Here at Walser Wealth, you’ll have the opportunity to make a significant impact and grow alongside us. If you’re passionate about excellence, teamwork, and driving toward a shared vision, we invite you to explore career opportunities with us.
Available Jobs
Financial Advisor
As a Financial Advisor for Walser Wealth, you are responsible for acquiring new and maintaining existing clients with the Firm. You must have an active state insurance and a professional money management license like the Series 65 license (at a minimum) and have experience discussing managed money and risk management financial tools and products with prospects and clients and building out financial plans.
Service Advisor
As a Servicing Advisor for Walser Wealth, you are the main point of contact for existing clients when discussing their portfolios. You must have an active state insurance and a professional money management license like the Series 65 license (at a minimum) and have experience discussing managed money and risk management financial tools and products with clients.
New Business Associate (Processor)
As a New Business Associate, you are responsible for ensuring a smooth transition during the onboarding process for clients. This position must be familiar with firelight and have extensive knowledge of completing risk management product applications in addition to ACAT-ing/onboarding AUM (assets under management) accounts.
Join Our Team Today
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