# Oak Tree Wealth Management jobs and careers

> 0 open roles at Oak Tree Wealth Management as of October 23, 2026. Source: https://www.thejobsmap.com/company/oak-tree-wealth-management

At Oak Tree Wealth Management our goal is to help you reach your goals. It is easier to work on your goals when you have a partner to help. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We would like to be your long term partner helping you work towards creating a solid financial future for you and your family. Oak Tree Wealth Management is an independent firm located in the Lake Tahoe region of Nevada. We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. Our clients live all over the country. We specialize in working with widows and divorcees. We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC and Oak Tree Wealth Management, are separate entities from LPL Financial. California Insurance Lic. #0785820.

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Headquarters | United States |
| Employees | 1 to 10 |
| Website | https://oaktreewealth.com |

## Common questions

### Is Oak Tree Wealth Management hiring right now?

Oak Tree Wealth Management has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Oak Tree Wealth Management's careers site.

### Where is Oak Tree Wealth Management headquartered?

Oak Tree Wealth Management is headquartered in United States.

### How do I apply for a job at Oak Tree Wealth Management?

Pick a role on Oak Tree Wealth Management's TheJobsMap page and select Apply. Every listing links to the original posting on Oak Tree Wealth Management's own careers site, so you apply directly with the employer.