Job description
Growing your business with RWM
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.
About the Financial Advisor position
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.
Financial Advisor responsibilities are:
Serve as the point of contact for prospective and current wealth management clients
Explore clients' overall financial situation. Create, deliver, execute, and manage complex financial plans
Provide the ultimate client experience and delegate all operational tasks to assigned client service & trading team members
Be the main point of contact for clients and a knowledgeable resource for them as financial questions arise
Provide guidance towards profitable and secure financial solutions to the customers
Ensure compliance with all industry rules and regulations
Stay informed about trends and updates in the industry
Detail-oriented and passionate about helping clients
Ability to work in a high paced environment with tight deadlines where accuracy is paramount
A fast learner capable of following instructions, accepting constructive feedback, and meeting deadlines
Is comfortable collaborating with many different teams and roles
Financial Advisor requirements are:
Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc
7 or more years of experience in the financial services industry in a client facing role
Ability to discuss and present complex financial planning topics to clients and prospects
Excellent communication and presentation skills
Accuracy, close attention to detail, and the ability to provide detailed and plain explanations on complex data
Strong computer skills, including Salesforce, Word, Excel & G Suite
Note: All Financial Advisors must have a clean U4 with no disclosures
The expected base salary range for this role nationally is $250,000 - $800,000
The final compensation for this position will be set based on the applicant’s qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.