Careers at Concentus
Careers at
Concentus
Work With Us
We are always looking for people with character and integrity to join our team. We offer comprehensive mentorship and financial service training to the right candidates. If you are eager to help people achieve their life’s goals, passionate about your community, and want to work in a company with a strong, healthy work culture, we want to meet you.
Who We Are
Consistently recognized by Forbes as a “Best in State” advisory firm, Concentus Wealth Advisors operates as a family. Established as an independent fiduciary advisor, our client-focused approach continues to help drive our growth as the premier advisory firm for uniquely successful families. We build our relationships through trust, and our commitment to placing our client’s goals and personal values at the center of our work.
What We Do
We work with successful families on all aspects of their wealth planning, providing the clarity and trusted advice clients need to make confident decisions about all aspects of their wealth. We work with clients to execute an inspiring financial strategy that aligns with their most important values and goals, so they can focus on building their business, raising their family, shaping their community, and creating a lasting, meaningful legacy.
Who We Look For
We are looking for professionals who have the ability to thrive in a fast-paced environment, attention to detail, strong communication skills, an entrepreneurial spirit, and dedication to providing world-class client and customer service. The ideal candidate will take an innovative approach to the client and customer experience, with a long-term mindset for our business and our people.
What It’s Like To Work At Concentus
At Concentus, no two days are ever the same. The work is intensely challenging yet incredibly gratifying, and the impact we make on the families we serve is lasting and rewarding. It is a joy to collaborate each day with such wonderful colleagues. Our world class team is extremely supportive – we treat each other with respect and take great care to push one another to learn & grow. I would rather work nowhere else.
At Concentus, no two days are ever the same. The work is intensely challenging yet incredibly gratifying, and the impact we make on the families we serve is lasting and rewarding. It is a joy to collaborate each day with such wonderful colleagues. Our world class team is extremely supportive – we treat each other with respect and take great care to push one another to learn & grow. I would rather work nowhere else.
Our Values
Driven By Our Values
Listen to our founder, Erik Strid, discuss our deep commitment to our firm’s 5 Core values, and how they guide our efforts to serve our clients every day.
Contribution
Fun
We love our work, and every day is a new opportunity to enjoy each other, and the noble work that we do together. Concentus is a place where good humor, laughter, and fellowship thrive.
Family
Concentus is a strong community, and our team members, vendors, professional alliances, prospects, and clients are part of a large extended family. We are all in this together, and we treat each other with respect, compassion, and an intense care for the wellbeing of the others in our community.
Optimism
We have an unshakeable optimism about the dazzling bright future of America, the equity market, and the Concentus community. We are undaunted by bad news, fear and pessimism, and are supremely confident that setbacks are temporary, while our advancement is permanent.
Integrity
Our Integrity is our most valuable asset, and we tell the pure unvarnished truth all the time, no matter what. We are reliable, and we unfailingly do what is right for each other and for our clients, with diligence, professionalism, and competence.
Why Concentus?
Great Benefits
Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays. Tons of company outings and flexible PTO policy
#1 Culture
Join and grow in a Values Driven culture where we walk our talk: especially our Core Value of Having Fun at work. Concentus is a place where you’ll actually look forward to Monday.
Inspiring Leadership
Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our team members can flourish.
Team Engagement
Family is our primary Core Value, and we believe that all clients, team members, and resource partners are part of the Concentus family. You will build some genuinely special relationships and bonds with our team and partners.
High Performance
Continuing Education
We believe in lifetime learning, and support any and all efforts to continue your education. Let us help you transform your career goals and educational accomplishments into opportunities and successes.
Community Involvement
We’re passionate about supporting our community. We eagerly champion the charitable causes of all of our clients and team members.
Current Job Openings
The Advisor Journey
A Noble Profession
Listen to our Founder, Erik Strid, discuss the life changing benefits of a career as a wealth management professional.
Summer Associate Program
Listen to our Founder, Erik Strid, explain what you will get from your experience as a Summer Associate at Concentus
Advisor Development
Listen to our Founder, Erik Strid, outline your career path at Concentus, and our commitment to helping you to develop a world class advisory practice