Careers

Join our growing team.

We believe wealth management is about more than money.

 

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It's about living life empowered.

How we spend our money can determine how we spend our lives. We’re all about empowering our clients to set and achieve meaningful goals.

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It’s about making room for “the why” behind financial decisions.

We prioritize real connection with each client, because we know that when they name where they want to go and why, we can help them get there.

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It’s about helping real people.

Our service model enables our advisors to focus on clients’ personal goals—acting in their best interest without arbitrary sales incentives.

What does a career with Cook Wealth look like?

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Incentives for Professional Development

We offer ongoing professional development beyond continuing education. We are always honing our skills and learning from each other.
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Supportive Team Culture

We take time off as needed, prioritizing family and self-care. We trust each other to manage work-life balance and still get the job done.
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Flexible Work Environment

We have a beautiful workspace with areas conducive to either collaboration or deep focus, plus most positions are hybrid (so we can work from anywhere).

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Growth Mindset

We maintain a growth mindset: as we relentlessly pursue innovation and improvement, we acknowledge we may mess up. And we’ll learn from it.

Benefits

Our compensation package includes a base salary commensurate with experience, performance-based bonus pool, retirement plan, health/dental/vision insurance and continuing education, and unlimited time off. We also offer incentives for professional development, including earning degrees or certifications and enhancing technical skills.

Application Process

Apply Online

Complete our 5 minute applicant survey, then upload your resume.

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Schedule an Interview

If your skills match our needs, we’ll ask you to schedule a time to chat with your prospective team leader.

Get a Decision

We’ll let you know our decision as soon as possible after your interview.

Do you offer internships?

We may offer seasonal internships as needs arise. Past interns have gained experience with data organization and tax/accounting. Interested in something else? Pitch us your internship idea at  careers@cookwealth.com