Join a Team That Invests in You
Build meaningful work, lasting relationships, and a career where strategic thinking, growth, and genuine client impact matter.
Current Opportunities
Financial Advisor
We are looking for a Financial Advisor who is passionate about building meaningful client relationships, delivering comprehensive financial planning, and helping clients make confident, informed financial decisions.
Investment Specialist
We are looking for an Investment Specialist who combines strategic thinking, analytical precision, and human-centered communication to help deliver exceptional client experiences through investment management, financial planning support, and collaborative problem-solving.
Our Core Values
Devotion
We don’t just do the job—we love what we’re building. We show up fiercely for our clients, our team, and our mission. Passion isn’t optional, it’s part of the package.
Growth Mindset
We’re obsessed with learning, evolving, and staying ahead—not just for the sake of it, but to bring real value to those we serve. We stay curious, open, and hungry for what’s next, never complacent.
Honest Communication
We believe in clear, direct, and respectful communication—especially when it’s uncomfortable. Truth + clarity are our baseline. No games, no fluff, just real talk that moves things forward.
Authentic Grit
We do hard things.
We bring passion, perseverance, and
humilityto every challenge.We take ownership,
embrace the messy middle, and
never settle for easy when better is possible.
Radical Support
We rise by lifting others.
Whether it's clients, team members,
or the women beside us—we show up, hold space,
and celebrate the hell out of one another.
No competition, just community.
Want to Talk First?
This connection call is an opportunity for us to get to know each other beyond a resume and for you to learn more about Wilcox, our team, culture, and the our current opportunities.