Senior Wealth Advisor - Independent Practice + CPA Network

RMW Accounting LLC; Kissimmee (FL); Presencial; USD 150 000 - 230 000; Tempo integral

Resumo da oferta

RMW Wealth Management in Kissimmee, FL, is seeking a Senior Wealth Advisor to join our growing independent wealth management practice. Bring an established client base (ideally $30M+ in assets) and the desire for greater independence within a trusted CPA-enabled network.

You will provide comprehensive financial planning and investment management, work with CPAs and attorneys, and help clients navigate retirement, estate, and business planning while growing the practice.

Qualificações

• 5+ years in wealth/advisory role with client base
• Established client base with $30M+ assets
• Appropriate securities licenses and registrations

Responsabilidades

• Manage and grow existing client relationships
• Provide comprehensive financial planning and investment management
• Develop strategies around client goals and circumstances
• Advise on retirement planning, estate planning, insurance, and business planning
• Collaborate with CPAs and attorneys
• Grow wealth management practice through referrals

Conhecimentos

Wealth management

Client relationships

Financial planning

Investment management

Affluent clients

Formação académica

Securities licenses

Descrição da oferta de emprego

RMW Wealth Management in Kissimmee, FL, is seeking a Senior Wealth Advisor to join our growing independent wealth management practice. Bring an established client base (ideally $30M+ in assets) and the desire for greater independence within a trusted CPA-enabled network.

You will provide comprehensive financial planning and investment management, work with CPAs and attorneys, and help clients navigate retirement, estate, and business planning while growing the practice.