Careers
We are always on the hunt for great talent and those that want to be a part of our "Be" culture. The “Be” culture embodies active present participation in all areas of what we do. Whether we are serving, learning, growing, planning, or living, we are always “Be”ing present, innovative, and authentic. At Be Wealth we deliver value to clients by paying close attention to their personal needs, doing what is right for them, and working with them to assure the following three things:
1. They are on pace to retire;
2. They have a legacy plan in place; and
3. They are working towards their goals along the way.
Wether you are new to the industry or a seasoned professional we'd love to connect. We invite you to email a resume and short description of interest to info@bewealth.com.
Internships at Be Wealth
Be Wealth offers internship opportunities to college students and older who are interested in exploring a career as a Financial Advisor. Internships at Be Wealth are project specific and based upon the needs of the firm. Be Wealth is able to support internships for students who can be issued college credit as a part of their major requirements.
Treated as a member of the Firm, interns gain insight into overall operations of a Financial Services Firm, as well as current trends and best practices in the industry.
Students interested who are seeking an Internship or are interested in Advisor Shadowing are invited to email a resume and short description of interest to info@bewealth.com.
Advisor Shadowing
Be Wealth offers Advisor Shadowing opportunities to high school and college students who are interested in exploring a career as a Financial Advisor. Shadowing is scheduled based on the needs of the student and availability of advisors at Be Wealth. Students interested who are seeking an Internship or are interested in Advisor Shadowing are invited to email a resume and short description of interest to info@bewealth.com.