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WealthVest Recognized as Top Workplace in Montana for 2022


News provided by

WealthVest

Aug 03, 2022, 11:50 ET

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WealthVest selected as a Top Workplace in Montana out of nearly 800 companies

BOZEMAN, Mont., Aug. 3, 2022 /PRNewswire-PRWeb/ -- Montana's Top Workplace program has selected WealthVest, a Bozeman-based financial services marketing and wholesaling firm, as one of the top places to work in the state for 2022. The state-wide employer recognition program chose 11 companies to receive the distinction, out of nearly 800 Montana-based companies that were invited to participate.

Coordinated by Lee Enterprises of Montana, the program evaluates companies using a combination of research-based employee surveys and national workplace standards. WealthVest consistently ranked as a best-in-class company across multiple categories, including alignment with company values, employee appreciation, employee development, pay, benefits and more to receive the distinction. The company also received a special award recognizing them for best company direction.

"Our team members work extremely hard to accomplish our goals as a company, while also bringing their all to make it a fun, exciting, and inviting place to work," said Brad Wilson, vice president of human resources and talent development for WealthVest. "WealthVest really is a top place to work!”

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"WealthVest has benefited greatly from a few easy decisions," said Wade Dokken, president and co-founder of WealthVest. "Our first decision was to hire the coolest employees in the world. Second, locate our office in Bozeman, a city with some of the highest quality of life in the United States. Lastly, celebrate each other often. We are grateful for each of these acts of providence."

Founded in 2009, WealthVest is a leading distributor of fixed and fixed index annuities to financial professionals. The company employs roughly 100 individuals and is highly focused on providing a workplace environment that exemplifies its core values, which include being fiduciary, friendly, fast, flexible, focused and fun, said Brad Wilson, vice president of human resources and talent development for WealthVest.

"We are so proud of our employees and the culture we have built at WealthVest," Wilson said. "Our team members work extremely hard to accomplish our goals as a company, while also bringing their all to make it a fun, exciting, and inviting place to work. WealthVest really is a top place to work!"

Learn more about WealthVest and explore career opportunities with the company at http://www.wealthvest.com/careers.

###

About WealthVest
WealthVest is one of the leading distributors of fixed, fixed index, registered index-linked and variable annuities—as well as structured products— to U.S. financial advisors. WealthVest's leadership is fueled by proprietary thought-leadership, consumer-driven product design expertise, strategic marketing, technology, and specialization in both field and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.

Media Contact

Jackson Bolstad, WealthVest, 1 4062723759, [email protected]

Twitter, LinkedIn, Facebook

SOURCE WealthVest

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