801.225.0000
info@petersonwealth.com
Orem, UT 84057
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Work at Peterson Wealth
At Peterson Wealth Advisors, meaningful work is more than just helping clients manage money—it’s about helping good people live their best lives. We do that by hiring exceptional people who share our values, our purpose, and our commitment to making a real difference.
Peterson Wealth is an Equal Opportunity Employer.
Core Values
We help good people live their best lives by living our values.
Help first
We lead with service in everything that we do. Whether supporting a client or a coworker, our first instinct is to help.
Committed to excellence
“Good enough” is not our standard. We pursue high-quality work, continual learning, and constant improvement.
Take ownership
We own our roles, our relationships, and our results.
Do the right thing
We always put the client first, letting honesty and transparency guide every decision.
Be kind
We treat people with respect and empathy. Through genuine care and compassion, we build trust with our clients and each other.
What It’s Like Working Here
At Peterson Wealth Advisors, what makes us truly stand out is not only how we work with clients but also how we work with each other as a team.
We aren’t just another wealth management firm—we’re a one-stop retirement shop built around our core values. Team that is unified. You’ll be proud of how we do business.
Stats about Peterson Wealth
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We offer thoughtful benefits that reflect how much we value the people who make our firm great.
Competitive compensation
Comprehensive medical, dental and vision insurance
401(k) retirement plan with a 3% match and 3% profit sharing
Quarterly team building activities
Generous paid time off
Paid company holidays
Maternity and paternity leave.
Professional development reimbursements
What Peterson Wealth Advisors expects
Values-driven culture
A supportive and respectful workplace is guided by our core values.
Growth opportunities
Every team member will have access to mentorship, training, and career advancements to have a successful career.
Work life balance?
Team collaboration
A culture that promotes teamwork, encouragement, and genuine care for each other’s well being.
Mission-focused work
A clear purpose in helping clients live their best life.
Where We Work
Southern California
Northern California
East Coast
Ready to Join Us?
Our Hiring Process
Our hiring process happens in four phases. These may occasionally change due to schedules or timelines, but here’s a general idea of what to expect:
Step 01 - Submit your application, Application Review, & Introductory Phone Call
Email your resume to careers@petersonwealth.com
We carefully assess your qualifications and see if you would be a good fit.
An opportunity to discuss your background and learn more about our firm.
Our Hiring Process
Our hiring process happens in four phases. These may occasionally change due to schedules or timelines, but here’s a general idea of what to expect:
Step 02 - First Interview
A structured conversation with a hiring manager to evaluate fit and experience.
Our Hiring Process
Our hiring process happens in four phases. These may occasionally change due to schedules or timelines, but here’s a general idea of what to expect:
Step 03 - Second Interview
Meet additional team members and gain insight into our collaborative work environment.
Our Hiring Process
Our hiring process happens in four phases. These may occasionally change due to schedules or timelines, but here’s a general idea of what to expect:
Step 04 - Final Interview
A final discussion to ensure alignment and address remaining questions.
Our Hiring Process
Our hiring process happens in four phases. These may occasionally change due to schedules or timelines, but here’s a general idea of what to expect:
Step 05 - Offer & Onboarding and Welcome to the Team
We extend an offer and initiate a seamless onboarding process.
Your journey at Peterson Wealth Advisors begins!
Interview Tips
You’re reading this, so that’s a great first step! Here are a few other things you may want to know:
Read up on what we do and how we do it.
We’re committed to diversity – in both the clients we serve and how we represent Abacus.
Women & Money LGBTQ+ & Money
Resume
Ensure your resume accurately and succinctly represents you and your experience.
Application Questions
Spend some time answering the application questions – we really do read them!
Our Team
You can do a little recon on who you’re meeting.
What To Expect
We occasionally ask questions designed to understand your background, your interest in Peterson Wealth, and what drew you to this field. We may also ask questions that demonstrate how you think on your feet and solve problems. It’s ok if you don’t know the answer but we just want you to be genuine and show us who you truly are.
Stay in touch
No matter the end result, we’ll keep in touch and inform you of any decisions. We won’t leave you hanging!