Twelve Points Wealth Management

State:
City: Concord

Website: https://twelvepoints.com

Industry: Financial Services
Founded: 2014

At Twelve Points Wealth Management, we believe that wealth management is about more than just numbers; it’s about people. Our mission is to empower individuals and families to achieve their financial goals while providing tailored retirement and business advisory services to corporations and organizations. Working here means being part of a vibrant team that values collaboration, innovation, and a personal touch.

Our culture is built on trust and open communication. We encourage our employees to share ideas and contribute to the decision-making process, fostering a sense of ownership and pride in the work we do. The team is diverse and dynamic, with members who bring various perspectives and expertise to the table, making every project an opportunity for learning and growth.

We prioritize professional development and offer numerous resources for our employees to enhance their skills and knowledge. From workshops and seminars to mentorship programs, we ensure that everyone has the tools they need to succeed. Our commitment to continuous learning helps us stay ahead in the ever-evolving financial landscape.

Work-life balance is also a cornerstone of our philosophy. We understand that happy employees lead to happy clients, so we offer flexible schedules and remote work options to help our team members manage their personal and professional lives effectively. Our supportive environment allows for a healthy balance, ensuring that everyone can thrive both at work and at home.

In addition to a fulfilling work atmosphere, we offer competitive compensation packages and a range of benefits that cater to the diverse needs of our employees. From health insurance to retirement plans, we strive to provide a comprehensive benefits package that supports our team members’ well-being and future.

Benefits of Working at this Company

  • Collaborative culture that encourages open communication and idea sharing.
  • Flexible work schedules and remote options to support work-life balance.
  • Strong emphasis on professional development with access to workshops and mentorship.
  • Competitive compensation and comprehensive benefits packages.
  • Diverse team that fosters innovation and learning through varied perspectives.

Disadvantages of Working at this Company

  • Fast-paced environment that may require quick adaptation to changes.
  • Some roles may involve irregular hours during peak financial seasons.
  • Initial onboarding may feel overwhelming due to the breadth of services offered.

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