Our success depends on our greatest resource – our people.

 

At Vassalo & Associates Private Wealth Management, we support clients with complex financial needs through a comprehensive team-based approach to financial planning. As a trusted advisor to our clients, we hire knowledgeable and self-motivated team members who share our passion in delivering a thoughtful and unique client experience. 

As a key member of our award-winning team, you can thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.

Current and future openings may include

  • Lead Financial Advisor (with existing clients and book of business)
  • Associate Advisor (client servicing and support)
  • Practice Managers
  • Business Development