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Wealth Management Advisor

3 months ago

Los Angeles, United States RVW Wealth LLC Full time

Wealth Advisor RVW Wealth

About Us:

RVW Wealth is a leading wealth management firm born out of a successful CPA firm. Our unique, client-centric approach integrates comprehensive financial solutions that extend beyond portfolio management. Our team includes CPAs, MBTs, CFAs, and CFPs, working together to provide exceptional service and support.

Position Overview:

RVW Wealth is seeking a dynamic Wealth Advisor to join our team in Southern California. While having an established client base is helpful, it is not necessary. This role involves growing and managing client portfolios using RVW Wealth's extensive resources and support. If you're a wealth advisor seeking a long-term home that offers growth, support, and generous compensation, RVW Wealth is the place for you.

Key Responsibilities:

  • Grow and manage client portfolios.
  • Provide holistic financial planning, leveraging our CPA and business management resources.
  • Collaborate with tax and estate planning attorneys, TPAs, and 401K solution providers.
  • Offer access to objectively selected and appropriate insurance coverages through RVW Insurance Solutions LLC.
  • Maintain and uphold the firm's clean ADV/compliance record.

Why Join RVW Wealth?

  • Support and Resources: Our 20-person team is equipped with vast technical resources, marketing support, and an internal advisory team passionate about client success.
  • Comprehensive Benefits: World-class medical and pension benefits, including FSA, HSA, dental, and vision.
  • Stability and Growth: We have no intention of selling or merging, ensuring a long-term home for you and your clients.
  • Custodial Relationships: Partnerships with Schwab, Fidelity, and RBC to meet diverse client needs.
  • Client-Centric Approach: As a Fee-Only firm, we are committed to an evidence-based, objective approach to wealth management.
  • Reputation: Active members of the Schwab Advisor Network with a commitment to transparency and integrity.

Requirements:

Strong track record of client retention and growth.

Commitment to a client-first, holistic approach to wealth management.

Ability to work in-office 3 days a week.

How to Apply:

If you're ready to join a firm that prioritizes the long-term financial well-being of its clients and offers unparalleled support for its advisors, apply now to be considered for this exciting opportunity at RVW Wealth. Email Morgan Vickers MV@RVWwealth.com