Skip to main content

  • Home
  • About 
    • Who We Serve
    • The Team
    • Independent Firm
    • Why Choose a CFP®?
    • FAQs
    • Employment Opportunity
  • Our Services 
    • Individual Clients
    • Business Clients
    • Strategic Relationships
  • Resources 
    • FREE Retirement Guide
    • FREE Financial Newsletter
    • FREE Reports
    • USA Financial Trending Report
    • Economic Updates
    • Useful Websites
    • Financial Calculators
  • Events
  • Giving Back
  • Blog
  • Client Logins
    • Albridge Login
    • Portformulas Login
  • Contact

    You are here

  1. Home
  2. About
  3. Employment Opportunity

Employment Opportunity

Edgecombe & Coplin Wealth Strategies, LLC is a growing professional financial planning firm specializing in individual retirement, investment, income and financial estate planning looking to provide a motivated individual the opportunity to join our successful team as a Financial Advisor. The right advisor will have the opportunity to build a unique financial practice in conjunction with the owners of an established and very successful firm. We will provide each advisor with the necessary marketing, technology and operational tools along with any needed coaching and consulting from our decades’ worth of experience. In return, we simply ask for someone who is honest, hardworking, and capable of working as a teammate to grow our existing client base. The perfect candidate must be highly ethical and professional, personable, motivated and entrepreneurial minded. We will work together to build a larger and even more successful financial firm with the ultimate goal of an ownership transition within the next 5 - 10 years; during this process making our firm a better place for both our clients and our internal team. Securities and insurance licenses are required. Experience and proficiencies in retirement, investment, income and estate planning are preferred, but we are always willing to hire the “right” person over significant amounts of experience.

Feel free to tour the rest of our website and then if you feel you are the right fit to join our team, please respond in the following manner:

Email the following to levib@ecws4u.comlevib@ecws4u.com

450-650 word descriptive cover letter.

Copy of your resume.

Email and contact phone number to reach you.

We reserve the right to respond ONLY to the candidates with whom we choose to initiate further dialogue. Please no phone calls. Responding multiple times will not improve your chances. Thank you for your understanding and cooperation. Best Wishes!

About

  • Who We Serve
  • The Team
  • Independent Firm
  • Why Choose a CFP®?
  • FAQs
  • Employment Opportunity

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone:  (253) 848-2840
Toll Free: (800) 223-8945
Fax: (253) 848-0207
Email: info@tahomaadvisory.com

315 39th Ave SW #5, Puyallup, WA 98373

Office Hours:
Monday-Thursday: 8:00am-4:00pm
Friday: 8:00am-2:00pm

Get Directions

Don Coplin, Levi Edgecombe, Mike Smolko, and Drew Coplin are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser Located at 6020 E. Fulton St., Ada, MI 49301. Tahoma Advisory Group is not affiliated with USA Financial Securities.

Levi Edgecombe, Donald Coplin, Mike Smolko, Drew Coplin are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:(Don: AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Levi: AK;AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Mike: OK;WA) (Drew: OK;WA). For investment advisory services these states include: (Don: AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA)  (Levi: AK;AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA) (Mike: AZ;CA;OK;WA) (Drew: AZ;CA;OK;WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation

© Copyright 2014 Edgecombe & Coplin Wealth Strategies, LLC. All rights reserved/

Status as a member of the H.S. Dent Advisor Network does not imply a certain level of skill or training.

© 2021 Tahoma Advisory Group. All rights reserved.

Website Design For Financial Services Professionals