Build Your Career Where Purpose Meets Expertise
We help people build lives aligned with their values and aspirations. Our Life-Minded Wealth® approach recognizes that financial decisions are influenced by family dynamics, personal values, life transitions, and the legacy you leave behind. If you’re looking for a place where your expertise serves a meaningful purpose, where collaboration drives excellence, and where diverse perspectives make us all better, join us.
Why Wescott
Life-Minded Wealth® for Our Team
Just as we help clients connect their wealth with their life goals, we help our team members align their careers with their personal priorities. Here, professional advancement and personal fulfillment work hand in hand.
Your Expertise Makes a Difference
Our clients come to us with complex challenges that span tax strategy, estate planning, investments, family dynamics, and legacy design. They need a team of professionals who bring specialized knowledge and thoughtful attention to each conversation. That’s where you come in.
A Team That Lifts Each Other Up
We are organized around collaboration, not hierarchy. Our functional departments and cross-functional committees are designed to ensure that the strongest ideas rise to the top, regardless of where they come from. We actively work to make each other better and celebrate success as a team.
Characteristics of Wescott Employees
Intellectually Curious
You ask great questions. You see complexity as an invitation to learn, not an obstacle to avoid.
Collaborative by Nature
You believe optimal solutions come from multiple viewpoints. You are comfortable challenging ideas respectfully and being challenged in return.
Growth-Oriented
You see your career as a journey, not a destination. You are looking for a place that invests in your development and creates opportunities for you to expand your impact.
Service-Minded
You are energized by helping people navigate significant financial decisions. You understand that technical expertise works best when it is partnered with empathy.
Values-Aligned
You care about more than just financial returns. You want to work for a firm that takes its commitment to social and environmental responsibility seriously.
Inclusion Makes Us Stronger
At Wescott, team diversity is essential to how we serve our clients and support each other. We have built our team around the belief that the strongest solutions emerge when people with different perspectives and experiences come together. We celebrate achievements across our entire team, provide meaningful opportunities at every level, and create space where employees feels safe sharing their ideas.
Our commitment to inclusion shapes who we are as professionals and as better human beings. When you join Wescott, you are joining a team that values who you are, what you contribute, and leads with empathy.
Our Commitment to You
A Collaborative, Learning Environment
Work alongside and learn from investment strategists, tax experts, estate planners, and family counselors.
Professional Growth That Continues
We invest in continuous learning and development. Whether you are pursuing new certifications, attending conferences, or exploring emerging areas of expertise, we support your growth.
An Inclusive Culture
We are committed to building a team as dynamic as the clients we serve. Nearly half our leadership team is women, and we are consistently making investments in our culture to amplify voices and support what matters to our team.
Balance Between Structure and Flexibility
We have the resources and stability of a well-established firm with nearly 40 years of history, combined with the agility and personal attention of a boutique practice.
Time to Give Back
Through our Volunteer Time-Off Program, we support your involvement in causes that matter to you. We believe giving back makes us better professionals and better people.
Progress You Can See
Just as we track client progress with our PerfectScore® tool, we support your professional development through regular check-ins, meaningful feedback, and clear pathways for advancement.
Wescott by the Numbers
Since 1987, we’ve been helping clients navigate market cycles, life transitions, and life’s most important financial decisions.
We are proud of our gender-balanced team and committed to growing this number through mentorship and advancement opportunities.
Our team has substantive backgrounds in investments, law, family counseling, estate, taxation, and more.
We are part of a global community of 3,400+ businesses committed to social and environmental excellence, transparency, and accountability.
Open Positions
For more information about careers with Wescott, please email, HR@wescott.com, to learn more.
Wescott participates in e-Verify®. Please note that you have a Right to Work.