Senior Wealth Manager

RMW Accounting LLC; Kissimmee (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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

Skills

Wealth management

Client relationships

Financial planning

Investment management

Affluent clients

Education

Securities licenses

Job description

*Hiring in: Kissimmee Fl, McKinleyville CA, Durango Co, Poulsbo WA, Lake Oconee GA*

About RMW Wealth Management

RMW Wealth Management, LLC is an independent Registered Investment Adviser providing comprehensive financial planning and wealth management services to individuals, families, executives, and business owners.

Our approach starts with understanding the full picture of a client’s financial life. We provide financial planning and investment management while working closely with CPAs, attorneys, and other professionals to help clients make informed decisions across their financial needs.

RMW Wealth Management works closely with RMW Accounting, a fast-growing, private equity-backed accounting firm with 19 offices across more than 15 states and plans to grow to 40+ offices over the next five years. In 2026, RMW Accounting was named to the Inc. 5000 list of America’s fastest-growing private companies, ranking No. 561.

RMW Accounting combines national reach with a client-centered approach and provides accounting, tax, and business advisory services to individuals, families, and businesses across the country. The relationship between RMW Wealth Management and RMW Accounting gives our advisors the opportunity to work alongside an established and growing network of CPAs and accounting professionals.

About the Role

The Opportunity

RMW Wealth Management is looking for an experienced Senior Wealth Advisor to join our growing independent wealth management practice.

We are looking for an advisor with an established client base, preferably representing $30 million or more in client assets, who wants greater independence and the opportunity to continue building their practice without having to build the next stage of their business alone.

What makes this opportunity different is the relationship between RMW Wealth Management and RMW Accounting. Advisors have the ability to manage and grow their existing client relationships while working alongside an established and expanding network of CPAs and accounting professionals.

This relationship creates built-in referral opportunities as financial planning, investment management, retirement, business planning, and other wealth management needs are identified within RMW Accounting’s client relationships.

For the right advisor, this provides an opportunity to combine the independence of an RIA with an established professional network that can help support the continued growth of their practice.

Responsibilities

• Manage and grow your existing client relationships
• Provide comprehensive financial planning and investment management
• Develop strategies around each client’s goals and financial circumstances
• Advise individuals, families, executives, and business owners on retirement planning, investments, estate planning, insurance, business planning, and other financial needs
• Work closely with CPAs and other professionals at RMW Accounting
• Develop new wealth management relationships through the RMW Accounting partnership
• Coordinate with attorneys, accountants, and other professional advisors
• Build long-term relationships with clients and their families
• Contribute to the continued growth of RMW Wealth Management

Qualifications

• 5+ years of experience as a Financial Advisor, Wealth Advisor, Financial Planner, or similar client-facing wealth management role
• An established client base, preferably representing $30 million or more in client assets
• Appropriate securities licenses and registrations for the role

Required Skills

• Strong financial planning and investment management experience
• A track record of developing and maintaining long-term client relationships
• Experience working with affluent and high-net-worth individuals, families, executives, and business owners
• Strong communication and relationship-building skills
• Ability to collaborate effectively with CPAs, attorneys, and other professionals
• Ability to work independently while contributing to a growing organization
• An entrepreneurial mindset and interest in growing a practice

Preferred Skills

• CFP® certification preferred, but not required

Pay range and compensation package

Compensation

RMW Wealth Management offers a competitive compensation structure designed to recognize both the client relationships an advisor brings to the firm and the new relationships and assets developed through the RMW Accounting partnership.

Compensation will be discussed confidentially during the interview process and will reflect the advisor’s experience, existing practice, and growth opportunity.

Equal Opportunity Statement

Equal Opportunity Employer

RMW Wealth Management, LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, age, or any other status protected by applicable law.