Careers
For anyone hoping to find a career with a company they love, Destiny Wealth Partners provide an outstanding work environment and company culture. Our team is the heart of Destiny Wealth Partners.
We offer unique career opportunities to top-tier candidates who are committed to ensuring our clients receive the best possible attention to their financial/investment needs.
Our crucial management, advisor, and administrative positions require candidates who have both the requisite experience and a total commitment to providing the unmatched quality of service we have built our reputation on.
Please contact us through the quick contact form on the right of this page if you’re interested, and attach your cover letter and resume.
About the Firm
We are a nationally recognized Registered Investment Advisory (RIA) firm with over $1.2B in assets under management. The firm has two primary divisions: wealth management ($700M) and multi-family office. DWM is committed to delivering exceptional financial planning, investment management, and a great client experience to a diverse client base of affluent families. As the Founder transitions to focusing on Destiny Family Office, we are seeking an integrator to serve as a senior executive leader of the firm and lead Destiny Wealth Management into its next phase of growth.
President, Destiny Wealth Management
LOCATION: Florida
REPORTS TO: Founder/Chairperson of the Firm
ROLE OVERVIEW
The President will serve as the senior executive leader of the firm, responsible for overseeing all aspects of the wealth management business, including strategic growth, operational management, team leadership, and client satisfaction. The ideal candidate will bring a proven track record of leadership in the financial services industry, experience in scaling an advisory business, and a client-first mentality.
The President will report directly to the Founder, who will maintain a limited role as a strategic advisor to the firm. This position requires someone with the ability to drive sustainable growth while ensuring the firm’s values, culture, and client-centric focus remain at the forefront.
KEY RESPONSIBILITIES
Strategic Leadership
- Develop and execute the firm’s strategic growth plan, including organic growth, client acquisition, and potential M&A opportunities.
- Recruit, develop, and retain a high-performing team of financial advisors and support staff.
- Lead, manage, and hold the leadership team accountable for achieving agreed-upon commitments.
- Identify and implement innovative practices to enhance service delivery and client experience.
- Faithfully execute the business plan, achieving or exceeding planned P&L objectives.
Operational Management:
- Oversee daily operations, ensuring the firm operates efficiently, profitably, and in compliance with regulatory requirements. Ops manager and ops staff would be direct reports.
- Implement processes and technologies that streamline workflows, improve productivity, and enhance client experience.
- Monitor and manage key performance indicators (KPIs) and financial metrics to ensure the firm achieves its business goals.
Team Leadership and Development
- Lead, mentor, and manage a team of financial advisors, while having oversight on the operational management team.
- Resolve issues effectively – seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a practical and healthy manner.
- Foster a collaborative workplace culture that attracts, retains, and develops top talent.
- Partner with department heads to set objectives, manage performance, and ensure alignment with the firm’s goals.
Client Relationship Management
- Serve as a key point of contact for high-value clients and strategic partners, as needed.
- Champion initiatives that maintain and improve client satisfaction and retention.
- Promote a culture with an extreme sense of dedication and commitment to our clients.
Growth and Marketing
- Develop and oversee marketing and business development strategies to grow the firm’s client base and expand market presence.
- Oversee client onboarding, regular reviews, and ongoing communications to maintain client satisfaction and retention.
Board and Stakeholder Communication
- Effectively collaborate with the Visionary and stay on the same page. Realizes the unique contributions and ideas the Visionary has, and possesses an ability to filter and translate those ideas into functional plans for the firm.
- Collaborate with the Founder on high-level strategic initiatives and positioning of the firm in the marketplace.
QUALIFICATIONS
Education and Credentials
- Bachelor’s degree in finance, business administration, or a related field (MBA or advanced degree preferred).
- CFP®, CFA, CPA, or other relevant professional certifications are highly desirable.
Experience
- Minimum 15 years of progressive leadership experience in the financial services or wealth management industry.
- Proven experience scaling a wealth management or financial services firm, preferably in the RIA space.
- Strong understanding of regulatory requirements and fiduciary standards for RIAs.
Skills and Competencies
- Visionary leader with the ability to inspire and manage high-performing teams.
- Exceptional strategic thinking, problem-solving, and decision-making skills.
- Outstanding interpersonal and communication skills, with the ability to connect with diverse stakeholders.
- Strong business acumen, with demonstrated success in achieving financial targets.
- High level of emotional intelligence and cultural competence that lead to a results-focused organization.
COMPENSATION AND BENEFITS
- Competitive base salary plus performance-based incentives.
- Equity or profit-sharing opportunities may be available for the right candidate. In addition, there may be the opportunity to invest in the company.
- Comprehensive benefits package, including health insurance, retirement plan, and professional development support.
Servicing Advisor
Location: Tavares, FL 32778
Reports to: President, CEO
Job Type: Full-Time
Destiny Wealth Partners manages over $1.2B in assets and is seeking a Servicing Wealth Advisor to manage and nurture new and existing client relationships, ensuring that each client receives personalized financial advice and top-tier service. This role is ideal for an advisor with a passion for relationship management and deep technical expertise in wealth planning. While having an existing book of business is desirable, this role is not focused on aggressive business development.
KEY RESPONSIBILITIES:
The ideal candidate will:
- Serve as the primary advisor for an assigned group of existing and new HNW and UHNW clients.
- Develop a deep understanding of each client’s financial goals, ensuring their plans evolve as they experience life changes.
- Proactively identify client needs and address them with service excellence.
- Prepare and deliver comprehensive financial planning and investment analysis tailored to clients’ goals and circumstances.
- Progressively master the firm’s Proven Process and act independently in serving clients.
- Collaborate with internal teams and external professionals to deliver a coordinated client experience.
- Monitor and adjust client strategies as needed, ensuring alignment with market conditions and client objectives.
- Ensure timely and accurate execution of client requests, coordinating with operations and service teams.
- Maintain compliance with firm policies and regulatory standards.
- Document client interactions and ensure proper record-keeping in CRM systems.
- Foster multi-generational relationships within client families, positioning the firm as a trusted resource for future generations.
- Identify opportunities for deepening client engagement through expanded services or referrals to specialized teams (family office, estate planning, etc.)
ADVANCEMENT IN THIS ROLE IS AVAILABLE BASED ON:
- Demonstration of adoption of Destiny Wealth Partners Core Values
- Measurable excellence in financial planning and client service
- Sustained growth of their client base
QUALIFICATIONS:
- Skills/Traits: Excellent communicator, client-focused, service-oriented, team player, forward looking, detailed and deliberate.
- 3+ years of industry experience.
- Series 65.
- Excellent interpersonal and communication skills, with a client-centric mindset.
- Highly organized, detail-oriented, and comfortable managing multiple priorities.
NICE TO HAVE:
- Existing clients/relationships with HNW families, and experience working with HNW and UHNW clients.
- CFP®, CFA®, or similar designation, or progress toward such a designation.
COMPENSATION:
Compensation begins as a base salary plus a percentage of revenue of clients served
BENEFITS:
- 401(k)
- Health insurance
- Life insurance
ABILITY TO RELOCATE:
- Tavares, FL 32778: Relocate before starting work (Required)
- Job Type: Full-time
- Work Location: In office
WHY JOIN US?
- Opportunity to build lasting relationships with sophisticated clients.
- Our award-winning, nationally-recognized firm, offers a client-first culture in which you can achieve your highest professional Destiny.
- Access to best-in-class tools, resources, and professionals across multiple financial disciplines.
Wealth Advisor
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you.
DESCRIPTION:
The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners.
RESPONSIBILITIES & ACTIVITIES:
- Develops new client relationships.
- Sources prospective client opportunities by capitalizing on networking and referrals.
- Follows up on firm-generated leads.
- Guides prospective clients through sales process.
- Will take client through sales process.
- Services and delivers financial planning to client base.
- Assists in research.
- Assists in developing client presentations.
- Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
- Promotes the firm’s wealth enhancement and planning services.
- Promotes established investment models and strategies that are suitable for our targeted clients.
- Adheres to all company and industry supervisory guidelines and policies.
- Participates in required meetings, training, and continuing education requirements.
- Assists the Firm’s Principal Wealth Advisor as requested.
- Performs other duties as assigned.
INDUSTRY EXPERIENCE REQUIREMENTS:
- Sales experience.
- At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
- Active Series 7 and 63 licenses.
- Active Series 65 or 66.
- Life, Health, and LTC Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) (preferred but not necessary).
KNOWLEDGE, SKILLS & ABILITIES:
Requires:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Excellent relationship management skills.
- Superior business development skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for clients.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- Proficiency with Microsoft Office Suite/Emoney/Morningstar.
- Bachelor’s degree or higher strongly preferred.
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.
Staff Accountant
JOB SUMMARY:
We are seeking a reliable and detail-oriented Staff Accountant to join our accounting team. This full-time position will support multiple entities including wealth management and family office clients. The ideal candidate will have strong accounting fundamentals, excellent organizational skills, and the ability to collaborate effectively with other team members while managing diverse accounting responsibilities.
DUTIES AND RESPONSIBILITIES:
- Process accounts payable including vendor invoices, checks, and payments for assigned entities
- Handle accounts receivable functions including billing, payment application, and deposit processing
- Process and record credit card transactions and reconcile statements
- Serve as payroll backup, including processing payroll through PEO and Paychex systems
- Calculate payroll reimbursements due between entities
- Track and record management fees between entities
- Manage sales tax filings for multiple entities
- Prepare monthly rent statements and year-end reconciliations
- Record and manage revenue from various sources, including printing statements from multiple platforms
- Prepare and process quarterly and monthly client billing
- Support month-end and quarter-end closing processes
- Assist with 1099 preparation and filing
- Maintain accurate documentation and filing for audit and compliance purposes
- Serve as a backup for other accounting team members during absences
- Perform special projects and other duties as assigned
QUALIFICATIONS:
REQUIRED:
- 2+ years of accounting experience in a multi-entity environment
- Associate’s or Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
- Proficiency in QuickBooks and Microsoft Office (especially Excel)
- Experience with accounts payable and accounts receivable processes
- Knowledge of bank and credit card reconciliation procedures
- Strong attention to detail and organizational skills
- Ability to work independently while collaborating effectively with team members
- Excellent time management skills and ability to meet deadlines
- Professional communication skills, both written and verbal
PREFERRED:
- Experience in financial services, wealth management, or family office environment
- Knowledge of payroll processing systems (Paychex and/or PEO Coadvantage)
- Experience with sales tax filings and compliance
- Familiarity with financial platforms such as TD Ameritrade, Fidelity, or Schwab
- Understanding of basic accounting principles and financial statements
ADVANCEMENT OPPORTUNITIES:
Career growth in this role is based on:
- Demonstrated ability to manage multiple accounting functions accurately and efficiently
- Development of expertise in specialized areas such as billing, payroll, or tax compliance
- Consistent reliability as a team player who can support cross-functional needs
- Exhibition of initiative in process improvement and problem-solving
Part-Time Billing/AR/AP Specialist
JOB SUMMARY:
We are seeking a detail-oriented Part-Time Billing/AR/AP Specialist to support our accounting operations for up to 20 hours per week. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently while ensuring accuracy in all financial transactions. This position plays a crucial role in maintaining effective client billing and payment processing across multiple entities.
DUTIES AND RESPONSIBILITIES:
- Process and manage accounts payable including vendor invoices, checks, and payment processing
- Handle accounts receivable functions including invoice generation, payment recording, and deposit preparation
- Prepare and send customer invoices through QuickBooks and ensure accurate categorization
- Monitor accounts receivable aging reports and assist with collection follow-ups
- Process quarterly and monthly client billing for wealth management and family office clients
- Enter and apply payments received via checks, ACH, credit cards, or cash
- Maintain accurate client and vendor records within accounting systems
- Address client inquiries regarding invoices and payment status
- Process fee rebates or adjustments when required
- Assist with client termination processes including account cancellation and fee processing
- Reconcile payment records and prepare related reports
- Perform data entry with high accuracy and attention to detail
- File and maintain organized documentation for audit and compliance purposes
- Provide administrative support to the accounting department as needed
- Perform special projects and other duties as assigned
QUALIFICATIONS:
REQUIRED:
- 1+ years of experience in accounts payable, accounts receivable, or billing
- Proficiency in QuickBooks and Microsoft Office (especially Excel)
- Strong attention to detail and organizational skills
- Excellent customer service and communication skills
- Ability to maintain confidentiality of sensitive financial information
- Basic understanding of accounting principles related to AR/AP
- Ability to work independently with minimal supervision
- Strong time management skills and ability to meet deadlines
PREFERRED:
- Experience in financial services, wealth management, or family office environment
- Knowledge of billing practices in the financial services industry
- Familiarity with financial platforms such as TD Ameritrade, Fidelity, or Schwab
- Previous experience handling client billing inquiries
- Experience with payment processing systems and reconciliation
ADVANCEMENT OPPORTUNITIES:
Career growth in this role is based on:
- Demonstrated accuracy and efficiency in billing and payment processing
- Ability to identify and help resolve billing discrepancies
- Development of positive relationships with clients and vendors
- Exhibition of initiative in process improvement and problem-solving
