Empathy

Commitment

Openness

Service

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

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.

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.

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  • Senior Investment Advisor

    Two or more years of experience. Fully managing a segment of the firm's clients, responsible for client retention and driving significant new business. Level One Senior Advisor(s) are expected to have expertise in the following skill areas: • Financial planning and financial advice • Client service • Compliance process • Project/time management • Client and internal communications. They typically work to develop their skills in the following areas: • Relationship management • Networking • Business development • Management and leadership • Coaching and mentorship.

    • General Support:

      • Researches new investment products and vendors.

      • Facilitates the adoption of new technology by client service teams and provides training as necessary. 

      • Frequently supervises and trains entry-level positions and the Operations.

      •  Advises clients on appropriate financial products in the context of their plans.

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.