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RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. Our purpose is to put clients on a better path to prosperity and we do this by seamlessly orchestrating solutions that take the hard work out of managing a client’s wealth and becoming a partner integral to their well-being. Our vision is to be the last wealth management partner clients need.
Role Overview
The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in engaging a team of specialists to deliver on the client’s needs. In this critically important role, the Advisor will manage client relationships, provide sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations. You will be expected to help grow business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.
Responsibilities
Education, Experience and Qualifications
Compensation
The Wealth Advisor position is a draw of $50,000.00-$150,000.00 with a quarterly variable pay component. At times, we provide a transitional 24-month fixed compensation plan for new wealth advisors.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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#LI-Hybrid
Full Time
$64k-95k (estimate)
06/15/2024
07/04/2024