GeoWealth
Careers

We are a growing, dynamic team seeking to make an impact on the future of the financial services industry. Headquartered in Chicago, GeoWealth represents 100+ passionate, advisor-focused fintech professionals building the tools that modern RIAs deserve.

Employment Perks & Benefits

Competitive Salary and Bonuses

We strive to attract top talent and offer competitive salaries with performance-based bonuses

Flexible PTO & Work Schedule

We value work/life balance and empower employees to manage their own time

Frequent Team Outings

We make time to unwind and recharge with team happy hours and volunteering events

401k With Company Match

We offer a 401(k) plan with company-match and a broad selection of investment options

Comprehensive Insurance

We offer comprehensive medical, dental, and vision benefits, including an FSA program

Full Kitchen & Weekly Lunch

We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week

FSA and Transit Benefits

Employees can contribute pre-tax dollars to our FSA and transit program

Convenient Office Location

Our beautiful office is located in River North, is convenient for public transit, and has a free on-site gym

Award-winning Workplace

We are proud to be ranked amongst Chicago’s best places to work

Open Roles

Click to expand and view open positions:

Operations, Service & Trading

No open roles.

Distribution & Marketing

No open roles.

Compliance, Finance & HR

No open roles.

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

Questions? Contact us at careers@geowealth.com.

GeoWealth Solutions Overview

What is a TAMP?

"On the Business Development Team, I actively engage with advisors, investment professionals, and strategic partners on a daily basis. Contributing to their success and fostering client growth has been incredibly rewarding. I’m happy to be part of such a dynamic team! "

Lauren Klein, VP, Business Development

"GeoWealth's support of employees' personal and professional development is highlighted with our tight knit culture that elevates overall growth and collaboration.”

Vishal Shah, Co-head of Trading

"At GeoWealth, I get to have fun everyday! It's awesome to be involved with so many aspects of the business, build new tools and processes, and find new ways to support our clients’ growth.”

Katie Bomher, SVP, Head of Marketing

“I get to be on the front lines every day, hearing directly from advisors about their operations and the changing needs of their end clients. Through these relationships, I get to have my finger on the pulse of the most pressing trends in the wealth management space.”

Jenna Peterson, SVP, Strategic Consultant

"Since joining GeoWealth, I’ve witnessed collaboration across the company as whole. No one’s position is too small or too big to present an idea or share feedback. I believe this exemplifies our work culture. The open mindedness allows for the continued growth not just for the firm, but employees as well, by allowing them to feel comfortable to share ideas and enjoy their careers daily."

Alexis Rivera, Client Service Associate

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