We provide independent wealth management services to individuals and families. Our wealth advisers are known for combining informed expertise with a highly personalized experience to help our clients meet their financial—and life—goals.
How to Get Hired
We asked TrueWealth, LLC for some inside information on how to get hired at the organization. Here is what they had to say.
What key characteristics tell you a prospective employee will be a great fit for your company?
Successful employees will be polished self-starters with excellent communication skills and a solid command of technology. All positions demand a strong client service orientation, an acute attention to detail and the ability to handle confidential and sensitive information with discretion.The fast pace of our office requires team members to possess self-confidence, a positive attitude, flexibility and an ability to continuously manage multiple priorities and tasks. All employees must also actively apply TrueWealth's Core Values - Integrity, Excellence, Caring, Optimism, Balance, Accountability - to all aspects of their job.
What can prospective employees do to get your attention?
We hire entry-level staff with the intention of training and coaching them to become wealth advisors down the road, so show us that you are passionate about financial planning! How do you show us?
->Join a student association connected with financial planning at your University, such as Financial Planning
-> Find an internship at financial planning firm.
-> Attend financial planning events/conferences/workshops.
->Research the industry.
We seek mid-career candidates who meet our four non-negotiables -- our core values, client service standards, performance standards, and investment philosophy. Prospective employees are encouraged to review our website and learn about what we do to determine if TrueWealth is a proper fit.
Are there any positions or types of candidates you are particularly focused on hiring in this coming year?
We seek entry-level candidates for our advisor-track Client Service Associate (CSA) positions. Typically, we hire in
March for our June CSA openings and September for our January CSA openings.
We are always interested in talking with mid-career candidates on potential opportunities with our firm.
What should interested candidates do to find out more and get started?
To learn more about TrueWealth, go to our website, truewealth.com. You can apply for any openings directly on our
career page at http://www.truewealth.com/about/careers/ or by sending a cover letter and resume to