CAREERS AT B.D. SMITH WEALTH
Do Meaningful Work. Grow With Purpose.
Join a team committed to serving with excellence, growing together, and helping individuals, families, and business owners make confident financial decisions.
WHO WE ARE
More Than Numbers. We Help Build What Matters.
B.D. Smith Wealth is a CPA-led strategic advisory firm helping business owners, professionals, and families gain clarity around their finances and make confident decisions for the future.
Our work goes beyond tax preparation and bookkeeping. Through tax strategy, financial planning, and business advisory, we help our clients understand their numbers, strengthen their financial foundation, and build wealth with purpose.
When you join our team, you become part of that mission.
OUR VALUES
The S.T.A.R. Standard
Our values shape how we serve our clients, support one another, and approach our work every day.
Serve Like Jesus
We lead with compassion, humility, and love, putting people first in everything we do.
Take Accountability
We take ownership of our work, our communication, and the outcomes we deliver.
Act With Integrity & Excellence
We do what is right, pursue accuracy, and uphold high standards at every step.
Rejoice in the Journey
We celebrate progress, value family, and create an environment where clients feel supported, encouraged, and uplifted.
WHY B.D. SMITH WEALTH
Grow Your Career While Making an Impact
We believe great work happens when people are trusted, supported, challenged to grow, and connected to a meaningful purpose.
Purpose-Driven Work
Your work contributes to helping business owners and families gain financial clarity, make better decisions, and build stronger futures.
Learn & Grow
Develop your skills through hands-on experience, feedback, new responsibilities, and opportunities to grow with the firm.
Make an Impact
We are a growing firm where your ideas, initiative, and contributions can make a real difference.
A Team That Supports Excellence
Work alongside people who value communication, accountability, collaboration, and doing the job well.
WHO THRIVES HERE
You Might Be a Great Fit If...
We believe great work happens when people are trusted, supported, challenged to grow, and connected to a meaningful purpose.
You're Proactive
Your work contributes to You look for what needs to be done instead of always waiting to be told.
You're reliable
People can count on you to follow through and communicate when something changes.
You’re coachable.
You welcome feedback and use it as an opportunity to improve.
You communicate clearly.
You ask questions when needed, keep others informed, and communicate professionally.
You care about the details.
You understand that accuracy and excellence matter, especially when serving clients
You’re ready to grow.
You’re willing to learn, take on new challenges, and grow alongside the firm.
JOIN OUR TEAM
Current Opportunities
Explore our current openings and find the role where your skills, experience, and strengths can make an impact.
Sales Representative
Build relationships, generate new opportunities, and help connect individuals and business owners with financial services that can make a lasting difference. You'll represent B.D. Smith Wealth in the community, conduct consultations, follow up with prospective clients, and turn meaningful conversations into new client relationships.
Client Retention Specialist
Help create an exceptional client experience by staying connected, following up proactively, and making sure our clients feel supported throughout their relationship with B.D. Smith Wealth. You'll build relationships through phone calls, emails, and personalized follow-up while helping our team stay responsive to client needs.
WHAT TO EXPECT
Our Hiring Process
We want you to know what to expect from the start. Our hiring process is designed to help us get to know you while giving you the opportunity to learn more about B.D. Smith Wealth.
01
Apply
Submit your application and the requested information for the position you’re interested in.
02
Initial Review
Our team reviews your application, experience, and qualifications to determine whether there may be a strong fit.
03
Initial Set of Interviews
Selected candidates meet with a member of our team for an introductory conversation about their experience, goals, and the role.
04
Final Interview
Top candidates meet with our CEO, Bri Smith, CPA, for a final conversation about the position, expectations, and alignment with our team.
05
Offer
If it’s a great fit on both sides, we’ll extend an offer and guide you through the next steps to join B.D. Smith Wealth.
Ready to Grow With Us?
If you’re looking for meaningful work, opportunities to grow, and a team that values service, accountability, integrity, and excellence, we’d love for you to explore our current opportunities.