PWS Believes in Career Paths
PWS believes that managing the expectations of professionals is one of the most important roles of a career path to avoid discouragement with lack of clarity around career advancement. PWS’s career paths give professionals reasonable expectations for their success, letting them know how they will benefit financially, intellectually, and socially at every step.
PWS’s career paths alleviate uncertainty when entering the workplace, addressing three key questions of many young professionals:
- Will I be successful in this career?
- Will I be successful in this firm?
- Will this firm provide me with a platform to achieve my personal goals?
PWS’s career paths establish a path for advancement and support to help professionals fulfill their potential by emphasizing systematic, predictable outcomes promising a reliable process to achieve success.
At PWS, we understand the importance of structured skill development. Our career paths ensure that skills are taught in a sequence that promotes productivity and avoids discouragement. Unlike other financial firms, we prioritize patience and thoughtfulness in training, rather than throwing new hires into ambitious roles. We believe that attracting and retaining talented professionals is key to success, and our commitment to training and development sets us apart. Our career paths are not just published; they are embedded into our coaching and mentoring processes, forming a crucial part of our brand and commitment to professional growth. Join us and chart your path to success with PWS.
Open Positions May Include
2nd chair with Level IV Advisors and 1st chair for C level relationships. Responsible for acquiring new client relationships, servicing existing client relationships, and developing Level I CSAs. Focuses on plan design and recommendations, meeting production benchmarks, and increasing industry knowledge through continual professional growth.
2nd chair with Level II, III, and IV Advisors. Responsible for assisting advisors with meeting scheduling, case preparation, plan implementation, and understanding the physician niche. Focus on learning how to serve clients and continual professional growth.
Responsible for assisting the director of marketing in the implementation of the firm’s marketing strategy.
Responsible for facilitating the daily tasks and client service related to the insurance process. Serves as client contact for items related to insurance operations.
Works with director of investments to assist in the onboarding and management of client investment accounts and servicing of assets under management.
Responsible for creating financial plans and planning related materials to provide clients with a comprehensive view of their financial picture.
Serves as utility team member as part of the rotational program to learn the different areas of the business. Assists the different operations associates with their tasks with the primary goal of discovering which area of the business they are most inclined to.
Our Selection Process
At Physician’s Wealth Solutions (PWS), our Human Resources (HR) process is driven by a commitment to cultivating an inclusive, dynamic, and growth-oriented work environment. Our passion is to strategically align talent acquisition, onboarding, and ongoing development to foster a team of dedicated professionals who not only excel in their roles but also contribute to the overall success and positive culture of the firm.
Organizational Health
Our vision is not merely a statement; it's a commitment to creating a legacy of financial excellence, unparalleled client satisfaction, and a workplace where passion, innovation, and success thrive harmoniously. Our meticulously designed organizational chart, along with our ambitious but achievable growth targets are testaments to our commitment to being not just advisors, but architects of an unparalleled financial future.
- Leadership
- Team Excellence
- Cultural Integration
- Knowledge Transfer
- Development Pathways
- Effective Communication
- Strategic Recruitment
- Continuous Improvement
- Performance Excellence
- Mentorship and Support
- Healthy Lifestyle and Lifelong Relationships
