Join Our Team
Why Choose WealthPoint360?
We aren’t your traditional financial advisory firm. WEALTHPOINT360 was founded on the belief that listening and understanding are integral skills when working with people. We deliver a holistic process that focuses on people, not products. We deliver a breadth of practical experience and perspective for our team. Through our entrepreneurial atmosphere and diversity, we offer opportunities for you to grow and build the type of income you want. We have learned that through an open, collaborative environment everyone wins!
New Advisors - First Career or Career Changers
WEALTHPOINT360 is looking for driven individuals that have a passion for helping people and would like to build something for themselves. ALL successful advisors started with zero experience. They came from all walks of life with diverse backgrounds and cultures. The characteristics that successful individuals have in common are Dedication, Confidence and Resiliency. We have systems in place to help you build a successful practice. Some of which include Training, Business Development, Mentoring, Marketing, and Technology. Simply take the next step and have a conversation with us to see if this is for you.
Experienced Advisors
Tired of being micromanaged? Unhappy with the growth of your business? Frustrated by a lack of support and resources? Angered by losing business because you have a limited portfolio of products to work with? We have been there too! WEALTHPOINT360 is here to eliminate those obstacles and provide the support and relationships to help you achieve your goals and flourish. You set your own goals and we’ll help you thrive. We realize that there and many ways to build and maintain a successful practice. We offer a variety of opportunities to partner together. Let’s get started by having a thoughtful conversation about you, your practice and discuss your goals to see how we can help. We can then work through the details to and decide which path is the best fit for you and your clientele.
Open Architecture
WEALTHPOINT360 has been built on the foundation of an open platform and flexibility. Whether you are looking to become a full-time member of our team or would like to operate under your own DBA in your own office, we can provide you with the resources you need.
Examples of Possible Partnerships
- Become a full-time member of our WEALTHPOINT360 team
- Operate under your own DBA, in your own office
- Use our benefitable contract for insurance and securities business
- Use our benefitable contract for insurance, but use your own Broker Dealer / RIA
- Utilize our BGA arm to access a variety of insurance companies and products
