Chief Executive Officer

Chief Product Officer & Co-Founder

Wealth.com joins Osaic to power estate planning

Q&A with Jamie Hopkins, Executive Vice President and Chief Wealth Officer at WSFS Bank

Carson Group Strengthens Leadership and Expertise with Key Industry Hires

Wealth.com Strengthens Leadership With New Advisory Board Appointments

Account Executive - Southeast

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. As an Account Executive for the Southeast, you will drive growth by introducing our digital estate planning platform to financial advisory firms and guide them through a consultative sales process.

Sign up with Google

Sign in with Google