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Join Our Team



Daily we strive to provide the type of environment where our people can thrive.

Brian Willet

Operations Specialist Photo
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Operations Specialist

Operations Specialist


The Operations Specialist will provide support to our financial advisors to fullfill the commitments we make to our clients.  This will include preparing pre-meeting packets, assisting in the account opening process, tracking progress toward a variety of operational tasks, managing a variety of operational systems, creating and following multiple workflows, etc.  This individual will be on the career path to either develop their career within the operations department (like transition to a Paraplanner Specialist role) or launch their career as a financial advisor (once properly licensed and the appropriate amount of experience).  The Operations Specialist position can be either a full-time or part-time role depending on the individual  situation.

Primary Role:

  • Assist our financial advisors in all their operational needs
  • Input data into our client relationship management technology
  • Track progress toward a variety of operational tasks
  • Manage operational technology systems
  • Create and follow workflows
  • Assign tasks to other team members and track to completion
  • Learn the Wealth Management process from beginning to active to ongoing
  • Learn how to collaborate with other team members and strategic relationships to serve our clients in their best interest

Compensation Structure:

  • Base Salary for full-time position, 
  • or hourly for part-time position
  • Full-time benefits can be discussed in detail in the interview process

If interested to learn more about this position, please send your resume or LinkedIn profile link to our team at ask@beyondtangible.com.

Paraplanner Specialist Photo
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Paraplanner Specialist

Paraplanner Specialist


The Paraplanner will provide support to our financial advisors throughout the financial planning process.  This will include many steps between data collection to actions taken by the client to implement recommendations from their financial advisor.  This individual will be on the career path to either develop within the operations department or launch their career as a financial advisor (once properly licensed and the appropriate amount of experience).  The Paraplanner position can be either a full-time or part-time role depending on the individual situation.

Primary Role:

  • Initiate, maintain, and manage data collection technology systems
  • Input data into financial planning technology
  • Create scenario's and opportunities for financial plans per a financial advisors request
  • Learn the financial planning process from beginning to active to ongoing
  • Learn how to collaborate with other teammembers and strategic relationships to serve our clients in their best interest

Compensation Structure:

  • Base Salary for full-time position,
  • or hourly for part-time position
  • Full-time benefits can be discussed in detail in the interview process

If interested to learn more about this position, please send your resume or LinkedIn profile link to our team at ask@beyondtangible.com.

Financial Advisor Photo
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Financial Advisor

Financial Advisor


The Financial Advisor will be primarily responsible for each client relationship assigned to them and delivering on the Beyond Tangible Wealth experience.  This will include community involvement, initiating new client relationship, onboarding new clients, serving existing clients based on the relationship structure, and leading our support team to best serve our clients in an ongoing, active relationship.  The Financial Advisor position is a full-time position for both experienced financial advisors and inexperienced individuals who have worked through our unique, internal financial advisor career path.

Primary Role:

  • Community Involvement
  • Become an "expert"
  • Initiate new client relationships
  • Onboard new clients
  • Serve existing clients based on the relationship structure
  • Communicate and lead support team members to best serve the client
  • Strive to learn new skills and grow in your leadership skills

Compensation Structure:

  • Base Salary with growth potential
  • Full-time benefits can be discussed in detail in the interview process

If interested to learn more about this position, please send your resume or LinkedIn profile link to our team at ask@beyondtangible.com.