We took a page from the playbooks of three well-known companies (Apple, Starbucks, Amazon) to change how wealth advisors access products and services. What we offer is simple, efficient and a must have—kind of like an iPhone, your morning latte, and free 2-day shipping. Are you ready to get in on the ground floor?
Our Culture and Values
Chalice Wealth Partners has a clear mission and a culture that supports curiosity, innovation and excellence. This is how we work:
- We’re passionate about the work we do and the positive impact it has on our members.
- We’re open, honest and frequent with communication. No mind reading talent required.
- We’re focused on the we to empower each other, our members, and their clients.
- We’re committed to building trust through transparency. Say good-bye to hidden agendas.
Why join Chalice?
Because we’re on the cutting edge of change in the wealth advisory industry. Let’s make history together by leveling the playing field for independent small to mid-size advisors. You’ll have the opportunity to work with Wall Street veterans, entrepreneurs, and innovators in the FinTech distribution space.
“Our team shows up each day passionate about our mission. We’re collegial and collaborate with mutual respect—and we also have fun. When you work here, it’s not just a job. We’re a lot like family.”
-Keith Gregg, Founder
We do not currently have any active openings but we are always interested in connecting with best-in-class talent. Please email us your resume at firstname.lastname@example.org to be considered for a future role.