Applied

Thanks for applying to join the WealthPlus team! We carefully review each application and resume to assess your background and experience against the needs of the role.

Stage 2

Initial Phone Screen

We kick off our interview process with a 15-minute introductory call — a casual conversation to learn more about your background and give you a better sense of what we're building at WealthPlus.

Stage 3

Head of Advisor Sales Virtual Interview

You'll connect with the Head of Advisor Sales for a more in-depth conversation about your experience, skills, and how you approach your work. This is also a great opportunity to ask questions and get a deeper look at the team and role.

Stage 4

Head of Product Virtual Interview

You'll connect with the Head of Product for a more in-depth conversation about your experience, skills, and how you approach your work. This is also a great opportunity to ask questions and get a deeper look at the team and role.

Stage 5

CEO Virtual Interview

As the final stage of the interview process, this is an opportunity for us to dive deeper into your experience and vision for the role, and for you to get a clearer picture of our mission and where WealthPlus is headed.

Stage 6

Offer Letter

Congratulations - welcome to the WealthPlus team!

Stage 7

Background Check

You'll be asked to complete a background check as part of our process — you'll receive a separate email with a link to fill out your info; it should only take a few minutes.