IP Wealth is a professional company that is driven by collaboration, curiosity, and comradery. With a small team of under 15 people, every role plays a critical part in the success of the organization but more importantly the success of our clients by understanding their financial goals, and how to achieve them.
Our team is close-knit, built of people who are engaged, care about what they do on a daily basis and want to do something useful for our client's lives. With simple traditions to keep the team together like our Shawarma Fridays to a flexible work environment and larger group events (when it is safe to do so), we remain unified in our vision, and continue to strengthen our team bond. Our office is a comfortable and professional setting to engage with clients and work together.
Natural curiosity drives us. We work towards the goals of our clients as a cohesive unit and are committed to mentorship and training to strengthen our abilities to succeed as a team. We have a vision and we are looking to build our team, regardless of role, with people who believe in our vision, want to help drive our vision and care about what they do.
Sound like you? Come on in!
Current Job Openings
Client Services Administrator
The entire team at IP Private Wealth has been carefully selected to provide our clients with clear and coordinated wealth management services. Our core team is made up of skilled professionals who know how to speak about complex matters in simple, human terms. We believe in building tailored plans that our clients can understand, follow, and share with their other advisors.
Our collaborative, entrepreneurial environment attracts phenomenal team members. It is their motivation and expertise that make IP Wealth Management a highly innovative company, and an outstanding place to work.
We are a small, supportive, tight-knit group that gives its members the support they need to develop their skills and grow their craft. If you want to explore the possibility of a career where your ideas matter, your opinions are heard, and you can be part of shaping a company’s future, please contact us.
