Since 2006, our mission has been to help clients achieve their financial, family, health, charitable, and social aspirations, one conversation at a time. As our team continues to grow, we are looking for individuals who are passionate about creating meaningful relationships, delivering exceptional client experiences, and embodying our core values of education, selflessness, family, dedication, and “work hard, play hard.” Every team member plays an very important role in creating an environment to help our clients and each other feel supported, valued, and part of the WDS family.
NOW HIRING:
Office & Client Experience Coordinator
At Wealth Distribution Strategies (WDS), we believe every interaction matters. As our Office and Client Experience Coordinator, you’ll be the welcoming face and voice of our firm, creating extraordinary first
impressions for clients, prospects, and guests while providing vital administrative support to our growing team.
This is an ideal role for someone who enjoys people, takes pride in creating a great experience, stays organized, and likes being the person who helps keep things running smoothly.
Why Join WDS?
WDS is a dynamic, growing financial advisory firm dedicated to improving our clients’ lives-one conversation at a time. We offer a fast-paced, motivating environment where collaboration, professional growth, and exceptional client service are at the heart of everything we do. Our team enjoys working in a beautiful, professional office while supporting one another in a culture built on teamwork, continuous improvement, and shared success. Every team member plays an important role in creating outstanding experiences for the families we serve. If you enjoy helping people, thrive in a fast-paced environment, and take pride in delivering exceptional work, we’d love to meet you.
- Full-time position; Monday-Thursday 7:30 a.m. – 5:30 p.m.
- Paid vacation and sick time
- Paid Holidays
- 401k/Profit Sharing
- Various bonus opportunities
- Health, dental, and vision insurance
