Join our Team
Join our Team

Join our Team

 

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Join our Team

TC Wealth Partners is growing and looking for professionals to join our team.

We are in a season of growth. With growth comes opportunity. Over the next several years, we expect to hire qualified professionals to fill out our teams. We are in the business of serving individuals and families who look to us for our expertise in financial planning and investments, trust services, and retirement plan services. They also seek our advice on helping them with the expected and unexpected transitions of life. We are trusted advisors in the purest sense of the phrase.

Our professional teams include wealth, trust services and retirement plan advisors, portfolio managers, administrative and operational experts – all united by a singular focus – a deep commitment to serving clients.

New positions currently available:

Account Executive – Wealth Management Team

The role of an Account Executive is to work closely with two or three Wealth Advisors to provide financial planning services, assist with investment management, tackle special requests, and handle day-to-day account maintenance for clients. There will be participation in client, prospect and COI meetings and entertainment functions at the discretion of the relationship managers. This position has the potential to grow into the role of Wealth Advisor and managing one’s own book of clients.

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Please contact hr@tcwealthpartners.com to learn more about TC Wealth Partners or to submit your resume.


Tags:  Careers, Investment Analyst, Join our Team, Trust Company, Wealth Advisor

Note:  The content of this article is for guidance and information purposes only and is not intended to be construed as advice. Information provided is not intended to provide investment, tax, or legal advice.