Career Opportunities
We're always on the lookout for great talent to add to our team!
We care about and invest in our team members, so you can take care of yourself and your family. We offer health and financial benefits, which include:
- Medical Benefits
- Dental Benefits
- Employer Funded HSA Benefits
- Wellness incentives
- Supporting lifelong learning with tuition, certifications and other educational reimbursements
- 401K match plus annual profit sharing contributions
- Volunteering PTO and charitable matching
- Voluntary Life Benefits
- Voluntary Short Term Disability Benefits
- Paid Vacation
- Paid Holidays
Total Wealth Planning, LLC is open to interviewing for the following positions to help support our firm’s continued growth:
There are no open positions available at the moment. We will post any open positions when we are ready to hire again. We appreciate your interest!
Since 1989, Total Wealth Planning has provided objective guidance to clients on their financial concerns, and provided solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives. We do this on an independent, fee-only basis and embrace the fiduciary standard, legally binding us to put client interests first. Our advisors listen to clients’ needs, then craft personalized plans to meet client’s most important lifetime goals. While many advisors limit their relationship to investment advice, our experienced team of professionals add value by coordinating planning services such as: retirement and college plans, tax planning and projections, insurance analysis, and estate and philanthropic guidance. Furthermore, we have ready access to a supplementary group of specialized and vetted professionals that include: accountants, attorneys, insurance agents, mortgage lenders, and others.
