While our team recently celebrated our 10th anniversary, so much of the RWM story has yet to be written. We're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content.
Established advisors looking to accelerate their growth and focus more on what they love are excellent fits for our team. We'd love to hear your story and find out if growing together could be fit.
We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.
We are seeking a CFP professional with an existing book of business that will transition to RWM.
Serve as the point of contact for prospective and current wealth management clientsExplore clients' overall financial situation. Create, deliver, execute, and manage complex financial plansProvide the ultimate client experience and delegate all operational tasks to assigned client service & trading team membersBe the main point of contact for clients and a knowledgeable resource for them as financial questions ariseProvide guidance towards profitable and secure financial solutions to the customersEnsure compliance with all industry rules and regulationsStay informed about trends and updates in the industry Detail-oriented and passionate about helping clientsAbility to work in a high paced environment with tight deadlines where accuracy is paramountA fast learner capable of following instructions, accepting constructive feedback, and meeting deadlinesIs comfortable collaborating with many different teams and roles Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc7 or more years of experience in the financial services industry in a client facing roleAbility to discuss and present complex financial planning topics to clients and prospectsExcellent communication and presentation skillsAccuracy, close attention to detail, and the ability to provide detailed and plain explanations on complex dataStrong computer skills, including Salesforce, Word, Excel & G Suite