Careers

Do Meaningful Work With A Team That Values The Details

Villines Wealth Management is a small, collaborative team where thoughtful work, strong relationships, and attention to detail matter. When we add someone to the firm, we look for the right person for a specific role and the way our team works together.

Work With People Who Share Ideas And Responsibility

Our size makes collaboration part of the everyday experience. Complex client situations often bring multiple team members into the conversation, giving you opportunities to learn from one another, contribute your perspective, and help move the work forward together.

Help Deliver More Than Account Management

We want clients to know the people they work with and feel comfortable calling when something comes up. That means looking beyond portfolio performance to planning, taxes, family priorities, and the other details that shape a client’s financial life.

Meet The People You Could Work Alongside

Get to know the people, backgrounds, and perspectives that make Villines Wealth Management the firm it is today.

Meet Our Team

Build Your Career With Broader Resources Behind You

For advisor roles, Villines Wealth Management’s relationship with Avantax by Cetera provides access to additional resources and support that can help you serve clients and develop within the profession.

Practice Management

Access resources designed to support stronger processes, day-to-day operations, and the work of running an advisory practice.

Marketing Resources

Tap into resources that can support compliant communications, client outreach, and opportunities to strengthen the firm’s presence.

Compliance Support

Work with access to resources and guidance designed to help navigate the compliance requirements that come with financial
services.

Client Onboarding

Use systems and resources designed to help make the transition from a new relationship to an established client experience more organized.

Learn What Guides The Way We Work

Explore Our Firm

See How We Approach Client Planning

Explore Our Approach

Understand The Clients We Serve

See Who We Serve