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Grow Your Business at Nicola Wealth

LET’S TALK

Striving to Build a Best-in-Class Team

What makes the Nicola Wealth Advisor different?

At Nicola Wealth, we are looking for talented individuals with the ambition to be best-in-class, multi-disciplinary advisors, joining the ranks of some award-winning team members.  From tax planning and philanthropy to investments and insurance, we work hard to be the go-to advisor in all facets of their clients’ financial lives.

We value people who want to do outstanding work and are driven to grow personally, professionally, and as contributing members to our national expansion.

Growth and Opportunity

Opportunities are limitless at Nicola Wealth.

Across the firm, we foster an entrepreneurial spirit.  We’re not beholden to the big bank system; being independent has given the company runway to grow – and we are growing quickly, both in terms of AUM and client base.  Advisor business growth is taken seriously as part of our continued expansion, and we invest heavily in developing talent to meet our clients’ complex needs.

"Nicola Wealth is a growth-oriented environment. If you want to grow your business, there is no shortage of opportunity."

Ethan Astaneh, CFP, FEA
Wealth Advisor | Client Relationship Manager

Team Structure and Culture

Our tight-knit, collaborative team is here to support you with growing your business.

One of our core values at Nicola Wealth is “sharing the pie.” This is demonstrated in many ways, from the collegial support system of our Advisory Team structure, to financially participating in the firm’s success as a shareholder.  Our advisors are a team of motivated individuals with the collective desire to collaborate and elevate everyone’s level of knowledge and skill, often working together to meet their clients’ needs.

"No one is an island – we work collaboratively across departments and team members."

Sophia Ito, CFP, FMA, CIM
Wealth Advisor | Client Relationship Manager

Organizational and Administrative Support

Subject-matter experts at your fingertips so you can focus on client relationships.

Nicola Wealth provides Advisors with a robust corporate and technology infrastructure so you can focus on your clients.  Client service is supported company-wide through a variety of departments, from onboarding and investment administration to compliance and reporting.  Additionally, the firm’s marketing team facilitates reach, exposure, and lead generation, bringing prospects to your doorstep.

"It’s not one reason someone moves their practice; it’s a million little pieces that create the value."

Rob Valenzano, CFP, TEP
Principal, Advisory Services

Client Experience and Service

Providing tools that allow advisors to excel in wealth management.

Our service goes well beyond selecting investment options; our planning-first approach and investment philosophy provide clients with a better experience and increased satisfaction.  We refuse to remain stagnant and are committed to putting organizational capital and resources into new technologies, innovative investment vehicles, and comprehensive client reporting.

"We focus on what’s important to the client first and spend the money to get the best."

Cameron Smith, CFP, CIM, FCSI
VP, Advisory Services | Client Relationship Manager

Why Join Nicola Wealth?

Our culture supports an entrepreneurial spirit while maintaining a collaborative team environment. We believe that a focus on career-long learning and improvement is how our advisors will stand apart in a highly competitive field.

Broadening our skills, extending our knowledge, and staying on top of the technical aspects of wealth planning is the best way to ensure we’re always able to serve our clients’ complex needs.

Bottom line: we invest heavily in our advisors.

If you are a driven, capable, and open-minded professional who is motivated to expand your skills through continuous learning and want to work in an organization that is committed to supporting you in your development, then you should consider a career as an advisor at Nicola Wealth.

Let’s Talk

Share a bit of information about yourself and a representative from Nicola Wealth will reach out for a conversation.