JOIN OUR TEAM
What’s a Career Like at PWM?
You’ll join an exciting team of advisors and client services personnel who take their fiduciary relationship with clients to a whole new level. If you’re committed to exceptional performance and superior customer service, you may be a good fit for our team.
Please use the adjacent form to send us your CV and LinkedIn profile, and one of our team members will get back to you shortly with the next step. Thank you for your interest in Partners Wealth Management.
Available Positions
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Financial Advisor
Partners Wealth Management offers a personalized approach to uncovering financial solutions tailored to each client’s individual needs. The role of Financial Advisor at PWM focuses on working with individuals, business owners, and not-for-profits in identifying their aspirations and goals and then developing and implementing the innovative strategies needed to help achieve them. He/she helps clients organize all aspects of their financial present and future and provides them with a peace of mind that comes with having a plan in place. Our Advisors have a fiduciary responsibility to function in the best interest of their clients and thrive on building genuine, long-term relationships. The Financial Advisor is further responsible for understanding firm policies, procedures and digital capabilities that will allow them to excel at serving their clients.
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PLANNER
The primary contact for client relationship management and account servicing, the Planner further enhances the client experience by working with Financial Advisors to provide recommendations, exceptional client deliverables, assisting in aggregating client assets in the financial planning and CRM software, and servicing as operational support during and in preparation of client meetings. The Planner is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisors, as well as new and existing clients.
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Client Services Manager
The Client Services Manager enhances the client experience by providing exceptional client service, assisting in safeguarding their assets, and servicing as administrative and operational support to Financial Advisors. The Client Services Manager is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisors, as well as new and existing clients.
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