Empathy

Commitment

Openness

Service

Welcome! We are thrilled you are considering joining Ecos Wealth Advisors. We are a team of passionate individuals who are dedicated to delivering exceptional client success.

Your Team

As a member of our team, you will have the opportunity to work with talented and driven individuals who share a common goal of elevating our firm brand and enhancing the wealth guidance experience. We believe success comes from consistent effort, the importance of building strong daily habits, and commitment.

As a comprehensive wealth advisory firm focused on the future of financial planning, we pursue organizational growth that creates value and supports our corporate mission to unite people in our ecosystem at all different levels of wealth who put family and community first, while raising the level of financial literacy and creating an equal playing field for all to have the ability to have more choice when it comes to financial decisions, one family at a time.

Client Service & Support

Our dedication to seeing the world through our clients’ perspective drives everything we do. We empower our advisors to make a positive impact on clients’ lives and advance in their own careers through thorough training, mentorship, and innovative client-centric solutions. If you're passionate about delivering exceptional service and excel in a fast-paced, team-oriented setting, join us in helping clients take control of their financial futures. 

If you are looking for a dynamic and challenging career, and are an individual with a strong work ethic and a curious appetite for growth, we invite you to explore our open positions and consider joining us in achieving our company mission, living our company values, and driving results.

Your Opportunities

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  • Associate Investment Advisor

    Entry-level advisor with Series 65.

    Role Description: Works with clients, under the supervision of senior advisor to obtain information and prepare risk profiles and investment policy statements. Answer client emails the same day they are sent if within normal operating hours, and Associate Advisors diligently track their emails and phone calls with clients.

    Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems i,e. client portal. 

    Account Management. Examples of account management include within the custodian platform; opening an account, updating account information, transferring money, and managing beneficiaries. 

    Coordinates the transfer of client assets to the firm during new client onboarding, working closely with operations. Conducts rollover calls independently with clients.  Responsible for reviewing and updating accounts and contact information in the risk tolerance program, performance reporting program, and client portal.

Get in touch.

Please send us an email along with your resume to apply for the office positions listed above. You must be located in the continental United States to be eligible.