Interested In A Career at Wealthquest? 

Open Positions

Wealth Coordinator

Our Client Service Team plays a key role in delivering a consistent, high‑quality experience for our clients. This team works behind the scenes and alongside advisors to ensure communication, coordination, and follow‑up are handled with care and attention to detail.

Roles on this team may include positions such as Client Service Associate or Wealth Coordinator, supporting advisors and clients across a wide range of service, administrative, and relationship-focused responsibilities. Client Service team members are dependable, organized, and collaborative. They take ownership of their work, look for ways to improve processes, and contribute to a supportive team environment focused on doing things with excellence.

If you’re interested in future opportunities with our Client Service Team, we invite you to submit a general application.
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Our Wealth Advisors are the main point of contact for our clients – helping them make informed financial decisions aligned with their goals. To this end, our Wealth Advisors collaborate with our tax, financial planning, and investment departments to ensure a holistic and coordinated approach is taken in serving our client's needs.

Individuals who excel in this role are those who value (and can build) strong client relationships, enjoy working as part of a team, and are committed to continually developing their skills and expertise. While not required, the Certified Financial Planner (CFP®) designation serves our Wealth Advisors well in their role.

If you’re interested in being considered for future opportunities as a Wealth Advisor, we encourage you to submit a general application.
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Our Tax Team supports clients and internal teams by providing thoughtful, reliable guidance across tax planning and the preparation and filing of tax returns. Team members work closely with advisors and client service partners to ensure returns are prepared accurately, filed timely, and aligned with each client’s broader financial picture.

We value individuals who take pride in detailed work, enjoy collaborating with others, and are motivated to keep learning in a constantly evolving field. Accuracy, follow‑through, and a strong sense of responsibility are core to how this team operates.

While we may not always have a specific role posted, we welcome general applications from those interested in future opportunities with our Tax Team.
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Our Financial Planning team helps clients make thoughtful decisions by bringing structure, insight, and clarity to their financial lives. Planners work closely with advisors, tax professionals, and client service teams to support comprehensive planning across areas such as retirement, cash flow, investments, and long‑term goals.

Members of our Financial Planning team enjoy problem‑solving, value collaboration, and take pride in producing high‑quality work. Because our Financial Planners play a key role in developing and delivering financial plans to clients, attention to detail, strong communication skills, and a desire to continue learning are important in this role.

If you’re interested in future opportunities within Financial Planning at Wealthquest, we invite you to submit a general application.
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