Join the Team


One of the things that sets WMS apart is the authenticity of our people. We only invite professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Big egos and stuffed shirts need not apply.

Those characteristics are more than just hiring preferences. We think the authenticity of our people is a critical part of our formula for advising clients well. We understand that to help our clients live their best lives, we must be open, honest, and candid.

We only invite professionals who share our values to join us

Hard work. Meritocracy. Respect. Diversity. Commitment to Communities.


We are always excited to hear from talented financial professionals who are interested in joining our team.

Open positions:

Client Service Administrator

Senior Operations Associate

Financial Planning Associate


Please send resume and cover letter to

Want to learn more about career opportunities at WMS Partners?

Please contact