Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017, 2018, 2019 and 2020

Join the Wealthstream Advisors Team

If you’re looking to join a high performance team doing meaningful work, we’d love to hear from you. Please see our current opportunities listed below, alternatively if there is nothing listed feel free to reach out to hr@wealthstreamadvisors.com and we will keep your resume on file. Wealthstream is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason including, but not limited to, race, religion, sex, national origin, age, or disabled status.

Currently Available Postitions

Wealth Management Analyst

The Wealthstream Way

We are dedicated to offering a boutique client experience, and an academic, analytical, fiduciary approach to financial planning and investing. Advisors and operations professionals work as a team to develop deep and caring relationships with the individuals and families we serve. We are intensely curious and participate in ongoing education, coaching and training to stay ahead of the curve in an evolving marketplace. It is our mission to deliver sound advice and execution to help clients find fulfillment, personally, professionally and financially. We are compassionate and open and will go the extra mile for our clients with a mindset to simplify the complexity that wealth brings.

Wealthstream Values

Curiosity
continuous-learning
Integrity
Accountability
Teamwork

Learning and Development

  • Strategic focus on lifelong learning
  • Mentoring and training
  • Specialized personal coaching
  • Industry conference participation
  • Support for pursuit of credentials
  • Defined career path
  • Philanthropic opportunities

Competitive Compensation

  • Base salary
  • Firm performance-based bonus
  • Individual performance-based bonus

Benefits

  • 401(k) Employer Matching Contribution
  • Insurance benefits – medical, life & long term disability
  • Generous personal time off
  • Company-paid employee development
  • Pre-tax funded transit checks
  • Sabbatical opportunities
  • Gym reimbursement