Join Segment Wealth Management

At Segment, we’re redefining what it means to be a wealth advisor. We are a fast-growing, independent firm serving high-net-worth and ultra-high-net-worth clients with excellence, clarity, and integrity. What sets us apart? Our fiduciary responsibility is at the core of everything we do—we put our clients first, always. We emphasize low costs, tax efficiency, and sophisticated planning. Advisors at Segment are supported by a platform designed for long-term growth, not short-term sales goals. Here, you’ll work with high-caliber clients, collaborate with experienced peers, and have the freedom to do what’s best for the families you serve.

A Collaborative, Low-Stress Office Environment

We believe the work environment matters just as much as the work itself. At Segment, you’ll find a collegial and respectful culture—where collaboration is celebrated, stress is minimized, and everyone shares the goal of serving clients with excellence. Our advisors and staff work together closely in a supportive, team-oriented setting that values transparency, preparation, and doing the right thing. Whether it’s brainstorming client strategies or sharing industry insights, Segment is a place where good people work together to do great things.

Why Join Segment?

  • High-Caliber Clients: Serve sophisticated HNW and UHNW families who value strategic, long-term guidance.
  • Client-First Philosophy: As fiduciaries, we are beholden only to our clients—not to product sales or commissions.
  • Growth Opportunity: We are rapidly expanding, offering significant professional upside and a path to leadership.
  • Low-Fee, Tax-Efficient Approach: Our planning-led, cost-conscious model sets us apart in a crowded industry.
  • Strong Referral Network: Access to centers of influence and a steady stream of opportunities to build your client base.
  • Values-Driven Culture: We live by four key principles:
  • Clarity: We communicate clearly and concisely with clients and each other.
  • Reliability: Clients come first. We are responsive, consistent, and dependable.
  • Performance: We strive for excellence in everything we do, always prepared and delivering high-level service.
  • Truth: We act with integrity, transparency, and respect—being realistic and accountable at all times.

Current Opportunities

We’re actively hiring for the following positions:

Wealth Advisor
You’ll lead business development efforts, cultivate relationships with HNW individuals and families, and deliver strategic financial planning. This is a high-impact role with strong growth potential.

Apply Now

Associate Wealth Advisor
A key support role designed for professionals earlier in their careers, focusing on planning, analysis, and client support with a path to become a Wealth Advisor.

Apply Now