Senior Wealth Advisor

Location

Multiple Locations | Hybrid Opportunities Available

Position Overview

RMW Wealth Management is seeking an experienced Senior Wealth Advisor to join its growing independent wealth management practice.

The ideal candidate will have an established, transferable client base, preferably representing $30 million or more in client assets, and a desire to continue growing within an entrepreneurial and collaborative environment. This opportunity is particularly attractive for advisors currently working within a wirehouse, broker-dealer, bank, or other wealth management platform who are seeking greater independence, enhanced growth opportunities, and access to a robust professional network.

What You'll Do

• Transition and manage existing client relationships
• Provide comprehensive financial planning and investment management services
• Develop customized financial strategies aligned with clients' goals and circumstances
• Advise individuals, families, executives, and business owners on:
  • Retirement planning
  • Investment management
  • Estate planning
  • Insurance planning
  • Business succession and business planning
• Collaborate closely with CPAs and accounting professionals to identify and address client planning opportunities
• Develop new wealth management relationships within the firm's established client base
• Coordinate with attorneys, accountants, and other professional advisors
• Contribute to the growth and development of RMW Wealth Management

Qualifications

• Minimum of 5 years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner
• Established and transferable client base, preferably representing $30 million or more in assets under management
• Strong knowledge of financial planning and investment management
• Proven ability to build and maintain long-term client relationships
• Experience serving affluent and high-net-worth individuals, families, executives, and business owners
• Excellent written and verbal communication skills
• Strong collaboration and relationship-building skills
• Ability to work independently while contributing to a growing organization
• Series 7 and Series 63 licenses, along with Series 65 or Series 66 required

Preferred Qualifications

• CFP® certification
• Experience working within an RIA, broker-dealer, wirehouse, or similar wealth management environment
• Existing relationships with centers of influence, including CPAs and attorneys

Growth Opportunity

RMW Wealth Management maintains a strategic relationship with a large and well-established accounting firm. This unique partnership provides advisors with access to a substantial professional network and opportunities to develop new wealth management relationships through trusted client introductions and collaborative planning opportunities.

The successful candidate will have the ability to continue managing and growing their existing practice while benefiting from additional opportunities generated through the firm's accounting relationships.

Compensation & Benefits

RMW Wealth Management offers a competitive compensation structure designed to reward:

• Existing client relationships brought to the firm
• Asset growth and business development
• New client relationships generated through the firm's professional network
• Long-term contribution to the growth and success of the organization

Compensation details will be discussed confidentially during the interview process.

Why Join RMW?

• Fast-growing national platform with entrepreneurial culture
• Independence with strong operational support
• Access to a broad network of CPAs and business advisors
• Opportunities for organic growth through existing client relationships
• Collaborative, values-driven environment
• Backed by a rapidly expanding national organization