Join Our Team

Through our family of experts in financial planning, investments, compliance, estate planning, and more, WealthSource supports advisors in a collaborative ecosystem that emphasizes flexibility, ingenuity, and reimagination of what’s possible. We are always looking for great people to join our team.

View our open positions

When it comes to careers at WealthSource, we’re all about flexibility.

We believe that serving our clients calls for going above and beyond. Beyond the walls of a cubicle. Beyond what everyone else says is possible. That gives you the flexibility to do your best — wherever you are.

Employee Benefits

When you start your career at WealthSource, you join our mission: To help clients make intentional choices with their money and live the life they want. We extend the same intention and commitment to our associates and advisors. Your compensation package includes more than just a paycheck. Explore our benefits, career growth opportunities, and much more.

Health Care and Insurance Plans

Our employees have access to medical, dental, and vision insurance plans, which include an HSA-qualified plan.

Retirement Savings Program

We offer access to a 401(k) retirement savings plan and a 4% employer match with immediate vesting.

Employee Programs

Programs offered to eligible employees include flexible work options, an employee recognition and reward system, and access to corporate discounts on hotels, air travel, theme parks, and more.

Paid Training Programs

Our people are committed to advancing their education and technical training in financial services. To help them on that journey, we offer tuition and testing fee reimbursement on eligible programs.

Paid Professional Conference Attendance

We believe in the value of professional networking and continuing education, which is why we feel good about covering conference attendance for our employees.

Budget for Technology Purchases

For our employees working from home, we offer a budget for technology hardware, software, and related office materials.

Your Own Financial Advisor

We believe that comprehensive, conflict-free financial advice can change lives, so our employees get free access to their own financial advisor.

What It’s Like to Work at WealthSource

We pride ourselves on our company culture based upon our core values. These four reasons articulate the firmwide promise that we deliver to our employees.

Clients first

We believe that in order to truly serve our clients, we must first give our employees, advisors, and partners the right tools to do their best every day. That means a steadfast commitment to investing in the best technology, training, and people.

Growth

We recognize that thriving, today and in the future, hinges upon our willingness to upgrade our thinking. Growth is simply a pathway to discover better ways to accomplish things — and more opportunities for our people.

Hard work

The best things in life are worth fighting for, and that includes our shared promise to help clients reach their goals. At WealthSource, we work tirelessly to do what’s right — for our clients, and for each other.

Transparency

We honor each other by avoiding hidden agendas. We share full information that’s required for collaboration, cooperation, and collective decision making. We confront challenges as they arise in order to push the work product and our team to the next level.

At WealthSource, helping people and serving clients organically translates to more opportunities for growth — at the individual level and for the firm.”

Zak Leedom, CFP

Independent Wealth Advisor

GET TO KNOW US

A culture of “better”

Every decision is made with the client in mind. We share a commitment to do what’s right, to fix what isn’t working, and to greet each day with the enthusiasm to do better.

Learn About Our Story

Joining WealthSource

If you are looking for a place to do exciting, impactful work while surrounded by like-minded professionals, we want to work with you.

View Our Open Positions

WealthSource provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.