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Careers

We are always looking for exceptional talent to join the TruWest family.

The values we share drive the value that we create.

When you join the TruWest family, you're joining a strong culture of independence, integrity, and fun. We’ve established a team that is defined by respect for the entrepreneur and the entrepreneurial process. We are at the forefront of a new era of wealth management, and we believe that we can have a positive impact and change the world.

Join TruWest - A new type of wealth management firm that truly cares about you.

At TruWest we look to hire the absolute best talent and recognize that diversity in our experiences and backgrounds is what makes us stronger. We focus on diversity, work life balance, and individual needs. These differentiators enable us to work toward the future we envision for ourselves, our clients, and the world.


When people ask about our superpower and how we differentiate in such a traditional and competitive industry, our answer is simple: We listen and we care. Our advisors and our clients become part of our family, a family by choice. Come join us!

We are always looking for exceptional talent to join the TruWest family. Your relationship with us starts with a conversation.


Start A Conversation:

Fill out the application below and let us invite you out to our offices for a coffee and a chat.

Tailored for you.

We are decidedly “new school” when it comes to making TruWest work for our advisors. There are many smart people that we’ve learned from; however, we’ve been in this business long enough to know what doesn’t work. Here’s what we think does work:

 

  • We do not limit yourself to only professional achievements
  • We are constantly evolving to help you achieve your goals
  • We do only first class business and only in a first class way
  • We believe in the future and run the firm that way
  • We are all different, we recognize that, and we win
  • We celebrate the good times
  • We do it for the team
  • We play to win

  • No Quotas

    We do not demand that you sell proprietary products. You get to do the right thing for your client.

  • Open Minds

    We are all different, and we view this as one of our greatest strengths. It’s trite but true that we are stronger together.

  • More Support

    We exist to help advisors build healthy practices. And we have the services, systems and technologies to back up this statement.

  • Less Greed

    Don’t get us wrong, we want to make money; however, we will never do so at an advisors’ expense.

Why join the TruWest family?

We started TruWest to help financial professionals run efficient practices and increase their profitability, while doing the right thing for their clients. We deeply care about our advisors and thrive to create a future-focused, diverse, and fun environment that fosters growth and allows you to achieve your goals.


Since we believe that competitive perks and benefits are a given, we go the extra mile to disrupt an old and outdated industry - for the benefit of our advisors and our clients. We are a multidisciplinary team that focuses on innovation and technology. We operate like a modern start-up with focus on work-life balance, individual needs, culture, and diversity.


When you join TruWest you're joining a vibrant family and have access to beautiful offices you can call home.



Independence:

  • We are an independent firm that supports an independent hybrid model with the structure of a career model
  • We will never force you to sell a certain product or product line
  • We value work life balance
  • We help you build your practice however you want to do it
  • We give you the choice of affiliation with Lincoln (or not)

Work-Life Balance:

  • We believe in family first and work-life balance
  • We create beautiful work environments with views, stand-up desks and more
  • We seek our advisors’ input on company systems and culture
  • We celebrate individual and company “wins”
  • We care about social and corporate responsibility

Support:

  • We create the home base for building and running your business
  • We foster transparency
  • We extend our access to concierge-level services to you
  • We support you with powerful analytics
  • We give you access to cutting-edge software tools
  • We support your professional development with education and specialization
  • We believe in a culture of cross collaboration
  • We focus on diversity and inclusion

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