Periscope Wealth Management presents a satisfyingly challenging work environment fueled by an entrepreneurial spirit. Our financial professionals and our clients are the heart of what makes us what we are – a wealth management firm that puts clients first. We believe in the individualized approach, giving clients the attention that they need. This is only accomplished by the ambitious and committed individuals in our firm who have a passion for making an impact in finance and on the lives of clients.
Periscope Wealth Management attracts highly skilled financial professionals that bring with them innovation and dedication to make a difference. Not only does this create customer satisfaction, it results in career satisfaction. We believe in having a diverse team that can effectively collaborate to create unique strategies around the financial markets. Our financial professionals conduct the necessary research and risk analysis so clients are presented with investment ideas that are suitable and appropriate to their requirements. We address problems so we can present clients with actionable strategies.
At Periscope Wealth Management, we work hard for each other and for our clients in a highly motivated work environment where achievement is recognized.
Career opportunities are with Equitable Advisors, LLC. EOE/ M,D,F,V