CAREERS

At Bogart Wealth, your total compensation package is more than your salary. It includes generous benefits, professional development, career growth opportunities, and service recognition.

We provide:

  • 401(k) with Company Match
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Account
  • Life Insurance
  • Paid Time Off
  • Professional Development Assistance
  • Employee Referral Program

In addition, we believe these factors and benefits make Bogart Wealth a special place to work:

  • Core values include communication, commitment, teamwork, integrity, growth, and fiduciary standards
  • Fun, exciting, caring, understanding, and inclusive work environment
  • Family-oriented, collegial, and collaborative group of team players that are always willing to help each other so no one is overwhelmed
  • Team members truly care about one another as individuals and the firm encourages personal connections
  • High level of trust amongst team members
  • Tasks get accomplished quickly and the firm is experiencing rapid growth
  • Value open and clear communication, as well as access and transparency
  • Executives vocalize their appreciation and gratitude on a daily basis and do weekly shoutouts to acknowledge hard work
  • Advisor Growth Track training program
  • Professional development, career growth opportunities, and service recognition
  • Bi-weekly “Thirsty Thursdays” with specialty coffee brought in
  • Monthly catered lunches
  • Holiday parties and other celebrations
  • Annual ‘Team Appreciation’ days with gifts and catered lunch
  • Multiple office locations, including McLean, Virginia, Houston, Texas and The Woodlands, Texas.
  • New office space at the headquarters in McLean, VA – over 10,000 square feet in a modern building at Tysons Corner, open plan office with a collaborative environment, well-lit and uplifting space with great views, up-to-date kitchen with coffee and other refreshments, multiple conference rooms, a professional video/podcast room, and motivational wall art

Join Our Team

Ideal candidates are are always willing to go above and beyond expectations.  See our open positions below:

McLean, VA

Business Development Manager (External)
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Business Development Director
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Financial Planner
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Associate Financial Advisor / Relationship Manager
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Client Service Associate
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Financial Advisor
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The Woodlands, TX

Advisor Growth Track
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Financial Advisor
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Associate Financial Advisor / Relationship Manager
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Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or Bogart Wealth to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Bogart Wealth. Bogart may pay a fee in exchange for plaques, logo licensing, or article reprints commemorating the designation. While Bogart would pay this fee after receiving the designation and not as a condition precedent to receiving it, the fact that Bogart pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client or prospective client’s evaluation of whether to initially to engage or continue to engage Bogart for investment advisory services.