Careers

Empowering Advisors.
Elevating Careers.

We're building a team of financial professionals who value growth, collaboration, and doing right by clients. If that sounds like you, we'd love to hear from you.

View Open Positions Why Base Wealth
Fiduciary Standard
Team-Driven Culture
Growing Firm
Full Tech Stack
In-House Marketing
Why Base Wealth

A Place to Build Something That Lasts.

At Base Wealth Management, we're building a strong community of financial advisors and support staff who value growth, collaboration, and client-focused service. We provide the tools and support you need to work independently while thriving in a team-oriented environment.

Whether you're an established advisor expanding your practice or early in your career, we offer the flexibility and infrastructure to help you succeed. With dedicated marketing support, in-house tax and investment expertise, and a growing client base across Florida — you can stay focused on what you do best.

We're a fee-based, fiduciary RIA. That means our advisors work in their clients' best interests — and we expect the same standard from everyone on our team.

Open Positions

Current Openings.

No Open Positions Right Now

We don't have any active openings at the moment, but we're a growing firm and that can change quickly. Leave your information below and we'll reach out when the right opportunity opens up.

Leave your info below and we'll be in touch when the right role opens up

Stay on Our Radar

Submit your information and we'll contact you when a position that fits your background opens up. We review every submission.

We review every submission and reach out when the right role opens up.
What You Get

What It Means to Work Here.

Existing Client Relationships
Incoming advisors have the rare opportunity to take over existing client relationships and build on an established book of business — not start from scratch.
In-House Tax & Investment Expertise
You're not on your own. Our Base Tax team, investment staff, and compliance support are all in-house and available to collaborate on complex client situations.
Dedicated Marketing Support
We handle brand, website, social, and content so you can focus on advising. Our in-house marketing team actively supports advisor growth and visibility.
Long-Term Equity Potential
We believe in rewarding the people who help build this firm. Long-term advisors have equity potential and meaningful participation in the firm's growth.
Multiple Florida Locations
With offices in Lakewood Ranch, Lutz, Jacksonville, and Anna Maria Island — and more planned — there's room to grow in the market that fits you best.
Fiduciary-First Culture
No hidden incentives, no pressure to sell products. Every decision is made in the client's best interest — and that makes the work genuinely rewarding.
Not Looking for a Job?

Come See What We've Built for Clients.

Base Wealth Management is always accepting new clients. A free 15-minute call is the best way to see if we're the right fit for your financial situation.

Book a Free Client Call Meet the Team
Fee-based · Fiduciary · Nationwide
Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

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