career Opportunities at Local Wealth Management
be Part of a team that puts people first
At Local Wealth Management, our team is our greatest strength. We bring together experienced, client-focused professionals who share a passion for helping clients protect and grow their wealth. Our culture blends expertise, collaboration, and empathy, creating an environment where people thrive while delivering exceptional service.
We value independence, fiduciary responsibility, and clear, plainspoken guidance — the same principles that define our approach to serving clients. Here, your work makes a meaningful impact every day.
Grow with Local Wealth Management
We are looking for talented professionals in the following roles:
Join a team that combines local insight with national-level experience, flat-fee transparency, and a commitment to helping clients achieve financial peace of mind.
Email your resume to learn more.
We combine local insight with national-level experience, flat-fee transparency and a commitment to helping clients achieve financial peace of mind. Your career at Local Wealth Management will be challenging, rewarding, and impactful. Every single day.
- Wealth Managers
- CFP® Professionals
- Client Service Specialists
Our Culture
We don’t believe in rigid corporate hierarchies. Instead, we build partnerships - with clients, with each other, and within our communities. Independence means freedom: freedom from conflicts of interest, and freedom to craft client solutions that last for generations.
Who we Serve
At Local Wealth, We proudly serve clients across Southwest Florida and nationwide. We focus on building, protecting and preserving their wealth for future generations. Our clients include business owners, corporate executives, physicians, medical professionals and public service professionals who value transparency and long-term guidance.
Business Owners
Corporate Executives
Physicians & Medical Professionals
Public Service Professionals
By joining our team, you’ll be part of a firm that serves these career-driven clients with flat-fee, fee-only financial planning designed to last for generations.