An Opportunity to Build, Lead, and Grow

At Wealth Progression Group (WPG), we believe wealth strategy is about more than numbers — it’s about helping clients create freedom, clarity, and legacy. We are a boutique wealth management firm built on strategy, purpose, and long-term partnership.

We’re seeking an experienced and entrepreneurial Wealth Strategist who wants to align with a firm that values collaboration, independence, and client excellence. This is an opportunity to grow your practice inside a supportive, resource-rich environment — without sacrificing your autonomy or vision.

WPG’s proprietary wealth strategy system is designed to educate, enhance, and build lasting client confidence around cash flow and long-term planning. You’ll work within a proven process that integrates advanced tax strategies, diversified investment access, and holistic wealth alignment.

If you’re passionate about helping clients make confident financial decisions and want to be part of a growing, forward-thinking firm, this could be the perfect fit.

What You’ll Do

• Develop, manage, and retain a portfolio of high-net-worth and business-owner clients
• Build new client relationships through networking, referrals, and business development initiatives
• Use WPG’s proven wealth strategy system to help clients understand, manage, and maximize cash flow
• Design and implement comprehensive financial plans and investment strategies aligned with client goals
• Incorporate diversified investment solutions — both traditional and alternative — to help clients minimize taxes and create multiple cash flow sources
• Collaborate with the firm’s leadership, strategists, and support team on planning, investment, and client service initiatives
• Ensure all activities comply with industry regulations and firm policies
• Maintain deep knowledge of market trends, tax-efficient strategies, and advanced planning concepts
• Leverage WPG’s extensive trusted advisor network — including CPAs, attorneys, and M&A professionals — to deliver holistic client outcomes
• Continually expand your expertise through firm-provided training, mentorship, and industry engagement

Why Join Wealth Progression Group

• Proven Client System – Work within a tested framework that educates clients, enhances understanding, and builds long-term confidence around cash flow and planning decisions
• Diversified Investment Access – Offer clients a full spectrum of traditional and alternative investment options designed to minimize taxes, diversify income streams, and maximize opportunity
• Trusted Advisor Network – Connect with WPG’s broad network of CPAs, attorneys, and M&A professionals to deliver a coordinated, strategic client experience
• Growth & Independence – Build your book of business while leveraging firm-wide resources and strategy support
• Team Collaboration – Partner with seasoned advisors, strategists, and support professionals who share your client-first philosophy
• Operational Support – Access to advanced planning tools, compliance oversight, and marketing assistance
• Competitive Compensation – Independent advisor payout model with performance-based incentives and growth participation

Our Core Values — The WPG Way

• Begin with the End in Mind: We practice forward-thinking by using the destination to drive every action. We clarify the client’s ultimate vision—then reverse-engineer every strategy, meeting, and recommendation to align with that outcome.
• Cut Through the Clutter: We provide precise, factual, and relevant information. We don’t overload or overwhelm—internally or with clients. Our team shares what’s essential, filters out distractions, and delivers the clearest path forward.
• Together in the Journey: We cultivate life-long relationships and show up consistently — not just at key moments but in between them. Every interaction is an opportunity to show clients, and each other, that we’re in it for the long haul.
• Beyond the Mainstream: We think innovatively and creatively. We challenge 'the way it’s always been done' and look for smarter tools, better questions, and overlooked opportunities.
• Energized by Challenge: We don’t get rattled — we get ready. Our team anticipates roadblocks, plans for contingencies, and supports one another through change with calm confidence.

What You’ll Bring

• Active Series 7, Series 65/66, and state insurance licenses (or ability to obtain)
• 3–5+ years of experience in financial advising or client-facing wealth management
• Strong understanding of portfolio design, tax-aware planning, and investment solutions
• Proven ability to attract, serve, and retain long-term client relationships
• Entrepreneurial mindset and thrives in an independent, growth-oriented environment
• Strong communication, presentation, and relationship-building skills
• Values collaboration and believes clients are best served by a trusted team approach

About Wealth Progression Group

About Wealth Progression Group At Wealth Progression Group (WPG), we help individuals, families, and business owners build, protect, and progress their wealth through integrated financial planning and advanced strategy. Our team combines traditional planning with innovative solutions — including alternative investments and exit planning expertise — to deliver a holistic client experience.

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