WealthyStreet Academy
WealthyStreet Academy

Join the Team

A Culture of Excellence, Innovation, and Collaboration

Our Chief Investment Officer, Andrew Stewart, CFA, speaks to the Wealth Management EDGE conference about our non-negotiables in talent management, and the critical impact of culture on employee success.

Entry Level Positions

Thank you for considering Exchange Capital as a potential employer. We value your interest in joining our team and appreciate the time you've taken to explore career opportunities with us.

At this time, we are not actively searching for individuals to fill our entry-level positions. However, we strongly believe in fostering connections with high-quality talent, and we welcome the opportunity to have a conversation with individuals who possess exceptional skills and qualifications.

If you believe you are such an individual and would like to explore future possibilities with our organization, please send your resume to careers@exchangecapital.com. While we may not have immediate openings, we regularly review the resumes we receive and consider them for future positions as they become available.

Financial Planning Associate

Financial Planning Intern


View our Career Guide to see all full-time positions and summer internship opportunities.

Generous Benefits

  • A set Monday - Friday, 8:30AM - 5PM EST work schedule
  • A highly flexible vacation policy
  • Competitive medical/vision/dental benefits
  • Automatic retirement plan contributions by the company
  • Quarterly team building activities
  • Countless opportunities for professional development & continuing education

Next Steps

Send your resume to careers@exchangecapital.com. Be sure to include the job title that you're applying for in the subject line.

If you have any further questions, please don't hesitate to contact us.

Career Track Guide Vertical

Make an Impact

We devote ourselves to providing our clients with professional advice and support, so they can live a worry-free financial life and spend time on what’s most important.

Surround Yourself With the Best

We believe in a flat hierarchy. This allows us to work as equals and celebrate as a team. Learn and grow from the smart, passionate, and experienced professionals around you.