We believe your happiness and success are intertwined with ours. By embracing “work/life integration,” this is an environment where you can pursue your passions, excel in your role, and celebrate personal and shared wins. Ongoing training, a collaborative mindset, and a culture of mutual respect ensure every team member flourishes professionally and personally.
Our Values
We have a shared commitment to an uplifting culture.
Values shouldn’t just be bullet points on a poster—they’re the pulse of every interaction. Here, you’ll feel a steady hum of curiosity, kindness, and purposeful drive, where sharp minds trade insights freely and every voice is welcomed with respect. These values are the headlines of a place that prizes integrity over ego and measures success by the lives we help flourish.
Growth and Excellence
We don’t just aim to meet expectations—we intend to outgrow them. Whether service clients or supporting our team, we bring our best and keep pressing upward. We take ownership of the work like it’s our own name on the door.
The drive is fueled by growth—the kind that comes from staying curious, open, and willing to be shaped by what we’ve yet to learn. We pursue excellence not as a destination, but as a daily discipline. With an entrepreneurial mentality, we treat every opportunity as a chance to build something better—for our clients, our team, and ourselves.
And when the challenges come—as they always do—we meet them with grit and grace. Resilience keeps us moving when the path isn’t easy. Growth isn’t a finish line. It’s how we move forward.
Reward and Joy
Success is something to be shared. When the company grows, we all grow—because wins mean more when everyone gets to celebrate what’s built together. We believe in rewarding success through alignment: the better the company does, the better our team members do. That’s why we share the profits—so effort and excellence are recognized, and growth is truly collective.
And through it all, we remember to have fun. Joy isn’t a distraction. It’s part of the work. We laugh, we lift each other up, and we find meaning not just in the outcomes, but in the moments along the way.
Agape and Teamwork
We bring light with us. We’re each responsible for the energy we carry, the tone we set, and how we make each other feel—even in silence. We uplift, knowing every gesture and word has the power to build or break. Positivity isn’t just a mood—it’s a choice we make daily to lead with love and create an environment where people feel seen, valued, and safe.
Showing up for each other, no task is beneath us. As one team, focused on one mission, we collaborate to share the weight and get the job done. And in the doing, we choose kindness—not as a convenience, but as a commitment. We embody empathy. Not politeness, but care. Not sentiment, but sacrifice. Agape. Seeking the greater good, even when it’s inconvenient.
This is how we thrive: together, with open hands, clear eyes, and hearts set on something bigger than ourselves.
Character and Leadership
We believe real leadership begins with humility—the willingness to serve and lift others. It shows up in the small things: honoring people not just for their roles, but for their lives—their families, stories, and worth. We don’t choose between performance and people. True servant leadership means doing both, with heart.
Serving also means speaking clearly to build trust—not hiding behind silence or vague words. We practice relentless communication: direct, thoughtful, and consistent, with the end in mind and the relationship at heart.
And through it all—when no one’s watching, when the stakes are high, when the work is quiet—we do what’s right, because character and integrity are revealed in the follow-through. We live with honesty, clarity, service, and deep respect for the people walking beside us.
Empowerment and Impact
We work with purpose, with hearts lit by passion and hands ready to serve. Ours is more than a job. It’s a calling to empower others—clients, teammates, communities. We’re here to create experiences that transform. We are purpose driven, fueled by the belief that our work can truly change lives.
And we hold fast to what matters most. We believe in the strength of family—not just the one we return home to, but the ones we are serving and strengthening in our work, together. We integrate life and vocation, seizing moments that matter, while honoring both the calling in our work and the love in our lives.
Pathways
Build a career that fits your strengths.
One size doesn’t fit all when it comes to career paths. We’ve developed various programs and tracks—ranging from client service to leadership roles—so you can find a path that resonates with your aspirations. With supportive mentorship, hands-on training, and real-world experience, you’ll gain the skills and confidence to thrive. Pick the path that excites you, and we’ll help you reach new heights.
01
Fidato Foundations Track
Discover how new hires and recent grads can excel through our foundational program. You’ll get an immersive introduction to client service, operations, and wealth management essentials. With structured onboarding, close mentorship, and real assignments, you’ll build the skills that lay the groundwork for a fulfilling career in finance.
02
Advisory Foundations Track
Elevate your foundational expertise with this in-depth advisory program. Over several years, you’ll sharpen financial planning skills, grow client relationships, and deepen your knowledge of advanced strategies. Working alongside our senior team, you’ll tackle complex cases and become adept at collaborative problem-solving—preparing you for long-term success in wealth advisory.
03
Advisory Excellence Track
For experienced professionals seeking leadership roles, our Advisor Excellence Track offers high-level sill development and the potential for equity. You’ll manage complex portfolios, mentor up-and-coming advisors, and help shape our organization’s trajectory. This program positions you as a top-tier advisor—driving innovation, guiding growth, and making a meaningful impact in a dynamic, rewarding environment.
Benefits
Employee benefits that support every part of your life.
We’re proud to offer benefits that nurture your health, financial well-being, and professional growth—empowering you to succeed in all aspects of life.
- Comprehensive health coverage
- Retirement plan with employer match
- Professional development and education assistance
- Paid time off and holidays
- Work / Life integration support
- Team volunteer days and community involvement
Careers
A culture of integrity, growth, and collaboration.
Think Fidato Wealth might be the right fit for you? Apply now and join a team dedicated to making a positive difference in client’s lives.
