Broker Check

Why join the Concord Wealth Management team?

Our Model

We choose to hire fewer, better people and make significantly larger investments in them.

Our Training

 We invest very heavily in our advisers’ development. We're unique in our field in that we offer in-house training and a free onsite financial designation program.

Our Culture

Join a team with an energetic, fast-paced, positive, and diverse culture made up of people who really enjoy the benefits of collaboration.

Our Advancement Opportunities

Our advancement opportunities: We’re a growing firm and we’re looking for people who want to grow with our firm as well.

Whether you are considering a new career in financial services or are an experienced adviser looking for your next opportunity, Concord Wealth Management has a lot to offer.  Our unique culture and team structure drives independent results.  Support surrounds you with innovative products, technology-leading marketing tools, and practice development opportunities.  Compensation and recognition programs reward and motivate.  


Refreshingly local, driven by our parent company's rich history, we are a different kind of advising agency. 

Ready to start a conversation?


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