Wellness, Benefits, and Compensation

The Only Way To Do Great Work Is To Love What You Do

Compensation

We proudly offer the highest possible payout in the industry for our financial advisers and wealth managers. And, our starting payout for new advisers with no clients or assets under management is the highest in the industry. Learn more about compensation for advisers
From compensation and benefits to wellness and healthcare, we aim to support your commitment to your job as well as your priorities and interests outside of work.

Benefits

Healthcare, Wellness, and Time Off

We offer a wide range of health and welfare programs that vary depending on office location. These generally include healthcare, fitness reimbursement, and unlimited time-off.

At-a Glance (full-time, salaried)

  • 401k with generous match
  • profit-sharing
  • generous equity grants
  • full medical, dental, vision
  • wellness planning

Houston, Texas

FEATURED LOCATION

Located in the business district, our Houston location is home to many major corporations. The neighborhood includes major exploration and producing operations businesses, banks, management consultants, and law firms. This reflects Houston’s policy of decreasing its economic dependence on energy and diversifying into other sectors including professional and knowledge-based and service-providing industries. As we continue to develop our product offerings, and refine our services for wealth and investment management clients, our Houston area location also continues to experience growth. Visit →

View all featured locations →

Wellness,
Benefits,
and Compensation

The Only Way To Do Great Work Is To Love What You Do

Compensation

We proudly offer the highest possible payout in the industry for our financial advisers and wealth managers. And, our starting payout for new advisers with no clients or assets under management is the highest in the industry.

Benefits

Healthcare, Wellness, and Time Off

We offer a wide range of health and welfare programs that vary depending on office location. These generally include healthcare, fitness reimbursement, and unlimited time-off.

Houston, Texas

FEATURED LOCATION

Located in the business district, our Houston location is home to many major corporations. The neighborhood includes major exploration and producing operations businesses, banks, management consultants, and law firms. This reflects Houston’s policy of decreasing its economic dependence on energy and diversifying into other sectors including professional and knowledge-based and service-providing industries. As we continue to develop our product offerings, and refine our services for wealth and investment management clients, our Houston area location also continues to experience growth. Visit →

View all featured locations →