Careers

Welcome to #TeamTruepoint, where you’ll discover a team of lifelong learners, listeners, and advocates, all committed to offering peace of mind and possibility to every person we touch. If these ideals speak to you (and you also consider yourself to be a passionate, team-oriented self-starter), then you may be a good fit for the Truepoint Team!

Our Core Values

We are a team of good people who
put forth relentless effort to serve others.

Our Team

We are dependable and accountable to one another
Embrace collaboration
Get on the bus
Proactively step-up and pitch-in
Actively help our teammates grow and succeed

Good People

Humble
Genuine
Compassionate
Open-minded
Positive and fun to be around

Relentless Effort

Can-do spirit
Take initiative
Challenge status quo
Go above and beyond
Continually improve

Serve Others

Listen first
Build relationships
Anticipate the needs of others
Take ownership and resolve issues
Strive to exceed expectations

career job

We love what we do and the difference we can make in our clients’ lives. Since day one, our focus has been on creating the best client experience in the industry by attracting professionals who are more focused on the client’s financial outcome than their own. The more people we help, the more satisfaction and fulfillment we feel.

Ask any team member what they value most about Truepoint and they’ll say “the people.” Working at Truepoint, you’ll know you’re part of something meaningful – a true team of good people who put forth relentless effort to serve others.

What Our Team Members Say

It is a group of people who are always looking for ways to give our clients the best possible experience but also know how to have fun. Our new office has incredible space for both our clients and employees and more truly reflects who we are as a company.

Truepoint is an incredible place to work. I have so much confidence in the quality of service and the relationships we provide our clients. The culture and people are amazing which makes it so easy and fun to come to work every day. After being in the financial services industry for 17 years prior to coming to Truepoint, I am grateful to be part of this team.

I really enjoy the people I work with on a daily basis and our team first mindset. It's incredibly helpful to have a smart, authentic and talented team to help carry the workload with. I also enjoy that I am able to focus on my career development in a way that makes sense for me and the firm as a whole.

Ready to take the first step?
Apply Here!

Available Positions

The Latest

9 Warning Signs That You Should Fire Your Financial Planner

GO Banking Rates October 4, 2021

Courtney Weber Quoted