Careers
We’re growing and always looking for emerging wealth management talent to help our team provide exceptional guidance to high-net-worth families. Even if no current openings match your skills, we’d love to hear from you. Send your résumé and cover letter to katelyn@yourdedicatedfiduciary.com
What We Do
Your Dedicated Fiduciary® is a fiduciary financial planning firm with locations in San Diego and Dallas. We are an established firm that enjoys a positive reputation in financial planning, wealth management, and the media.
The firm culture is friendly, highly professional, down to earth, and often fast paced. We enjoy working hard to produce the quality of our results. This position plays a key role in the success of the firm where we work cohesively as a team toward the same goal of providing outstanding service to our clients while helping them work toward their financial goals. Attention to detail and excellent communication skills are required. We offer a comprehensive benefits package and competitive salary, with profit sharing of up to 25% of base salary. While we prefer candidates in the Northern Dallas or San Diego areas, we are certainly open to virtual and remote candidates.
Who We Aren’t
We are not the financial advisor down the street. We are not proprietary product pushers: in fact, we do not even have proprietary products to offer. We are not paid based on loans that we originate with the bank whose name is on the door. We are not egomaniacal, narcissistic stockbrokers who drive Maseratis. We are not starchy, grumpy “we’ve always done it this way, don’t ask educated questions” mutual fund brokers. We are not a firm that presents fiduciary financial planning to the public but then loads clients up on expensive, complex insurance products. We are not boiler plate financial planners.
Who We Are
At Your Dedicated Fiduciary, we serve as our clients’ trusted financial advisors and right-hand consultants, helping high-net-worth individuals, families, and business owners make confident, educated decisions. We provide expertise in wealth management, investments, estate planning, tax strategy, insurance, privacy, business succession, and family governance, ensuring every aspect of financial life is aligned and optimized.
We combine data-driven analysis with a personal touch. We are authentic, transparent, and passionate so our clients see exactly what is in their best interest. We listen deeply, simplify complex planning, and fill gaps clients did not even know existed.
If you are a talented professional in Dallas, Lodi, or San Diego looking to grow in wealth management, follow us on Linkedin and send your résumé + cover letter to katelyn@yourdedicatedfiduciary.com for review.