Build your career at a firm that evolves with the industry and never forgets what’s most important: people.

 

 

icon_grow

Grow

Focus your efforts on client-facing activities.

icon_education

Support

Ensure your time is put to its highest and best use.

icon_investment-1

Collaborate

Share technical and marketing information with colleagues.

icon_coaching-1

Prosper

Enhance the value of your book of business.

icon_present

Balance

Create the life you desire.

icon_connection-1

Connection

Benefit from our wealth of professional relationships.

How do you want to spend your time?

We treat you like an adult, something that includes offering ultimate flexibility when it comes to creating your schedule.

  • Enjoy a healthy work/life balance
  • Be there for your kids and family
  • Work hard, play hard

WP6

WP-Culture-03

 

Leave the back-office duties to operations pros.

We know you earned your CFP® to help people map out their financial futures, not to deal with things like:

  • Compliance and HR
  • Bookkeeping and billing
  • Trading

Our centralized operations team takes care of all that — so you’re free to focus on serving your clients.

Design a future that allows you to achieve all your professional and personal goals at WorthPointe. You’ll join as a partner and get equity right away — leaving your employee days behind you.

Financial Planning Firm -1

Are you intrigued?

Download our ebook, How to Tell if a Financial Planning Firm is a Fit, to learn more.