Careers at Fragasso
The Best Investment We Make is in Our
People
Employee-Owned
Recognized as a Best Place to Work
More Than a Career. A Shared Future.
For more than five decades, Fragasso Wealth Advisors has built lasting relationships by putting people first. That same commitment extends to our employees.
We are an employee-owned firm through an ESOP (Employee Stock Ownership Program), which equates to a collaborative culture built on trust, respect, and empowerment.
We provide the support, opportunities, and benefits to help you grow your career while making a meaningful impact for our clients, our communities, and one another.
People and Purpose Working in True Harmony
Learn what it's like to be part of an employee-owned firm where your ideas are heard and you are empowered to make a difference.
Our Culture
United by Purpose.
Strengthened by Diverse Perspectives.
At Fragasso Wealth Advisors, we believe strong relationships start with a strong team. That's why we've built a culture where collaboration, respect, and diverse perspectives help every employee contribute, grow, and make a meaningful impact for our clients, our communities, and one another.
- Coaching, mentorship, and opportunities for professional growth.
- An inclusive culture where diverse perspectives are welcomed.
- Women leaders making up the majority of our executive team and employees representing four countries.
- A strong commitment to serving our communities through volunteerism.
Paid Volunteer Days/Year
Employee Promise
As an employee-owned company, we promise a work environment where each team member is genuinely valued and empowered to shape our shared success. Our Employee Stock Ownership Plan (ESOP) results in you not being just part of the team—you are an owner, contributing to and benefiting from the accomplishments we make together.
Our team is made up of motivated, caring individuals who are committed to each other, our clients, and the firm. We promote a culture of collaboration and support where your contributions are recognized, and our flexible atmosphere fosters your professional and personal success. Your work here is purposeful, and with the tools and trust provided, you can make a meaningful impact. Together, we embody respect, growth, and community engagement, which extends beyond the firm to charitable service, civic involvement, and volunteerism.
Your high performance is rewarded with financial growth, career development, and a comprehensive benefits package designed with you and your family’s wellness in mind.
Employee Benefits
Supporting You at Work and Beyond
We believe investing in our people is essential to our shared success. That's why we offer a comprehensive benefits package that supports your health, financial well-being, and professional growth. So you can thrive both personally and professionally.
Employee Ownership (ESOP)
Medical, Dental & Vision
401(k) with Company Match
Hybrid Work Environment
Paid Time Off
Paid Holidays
Life & Disability Insurance
Professional Development
Career Paths at Fragasso
Our hiring needs change over time, but we're always looking to connect with talented individuals. Explore the types of roles we frequently hire for, and reach out if you'd like to be considered for future opportunities.
Help clients navigate important financial decisions with the support of a collaborative, independent team. Develop rewarding relationships with clients and colleagues who support you from a administrative and investment management perspective.
Employee Perspectives
Hear From Our Team
“I've had the opportunity to contribute beyond my day-to-day role by serving on committees that improve both the client and employee experience. Knowing that leadership listens to employee feedback and empowers us to make a difference has made my time at Fragasso especially rewarding.”
Tricia Bodamer
Client Service Associate
“I've seen firsthand that Fragasso's commitment to clients and the community is more than a mission statement, it's part of the culture. That consistency creates an environment where people genuinely care about doing the right thing for clients and for each other.”
Serhiy Zayats
Manager of Portfolio Operations and Investment Analyst
“What has kept me at Fragasso for over a decade is the people. When I went on maternity leave, everyone stepped in to support both my clients and me without hesitation. That was a true example that this is more than a workplace; it's a team that genuinely cares about one another.”
Mallory Labik, CFP®, CDFA®
Wealth Advisor
Find your purpose at Fragasso.
We're always interested in connecting with talented professionals. If you're interested in joining the Fragasso team, we'd love to hear from you.