Our Acquisitions

Mint Wealth Management’s approach to practice acquisition is to work very closely with transitioning management to develop a flexible plan of action and a structure that fits their needs and desires. Depending on the current management timeline and desired exit strategy will help us determine how to structure the deal to ensure maximum tax efficiency.

 

Current Openings

Please email us at adam.lampe@mintwm.com to apply for any positions below!

Experienced Financial Advisor

  • Competitive transition packages
  • Competitive compensation plans
  • 401(k) with match

Licensed Sales Assistant

  • Series 7 license required
  • Previous experience required
  • 401(k) with match

Client Service Associate

  • Bachelor’s Degree Preferred
  • 401(k) with company match
  • Company paid health insurance
  • More info here

CPA

  • Bachelors Degree Preferred
  • CPA License Required
  • Proficiency in ProSeries Tax Software
  • More information here