Wealth Manager

Wealth Managers at Rhame & Gorrell Wealth Management are entrusted with serving as the outsourced Chief Financial Officer for our clients families. This role includes leading client relationships, developing and presenting complex financial plans, and ensuring all aspects of financial planning, investment management, and tax strategy are coordinated effectively. In addition to managing current relationships, Wealth Managers meet with prospective client opportunities generated through the firms proactive marketing efforts. They gather data, design strategies tailored to each new potential client, and communicate the unique value of Rhame & Gorrells full-spectrum services. Why Rhame & Gorrell Wealth Management? Rhame & Gorrell Wealth Management is an independent, fee-only fiduciary RIA that serves high-income professionals and executives. With deep expertise in the energy and technology industries, our advisors integrate investment management, tax planning, retirement strategies, and benefit optimization into a seamless client experience. Our structure is designed to put clients firstno commissions, no product sales, only comprehensive advice. With an in-house team of CPAs working directly with CERTIFIED FINANCIAL PLANNER professionals, clients receive strategies that align every part of their financial lives. We apply that same philosophy to our team. We provide an attractive base salary, generous production-oriented payouts, firm-paid healthcare, robust retirement plans, and ongoing opportunities for growth. Responsibilities Serve as the lead advisor on client relationships, with an unparalleled focus on advanced planning and exceptional service. Conduct client meetings, present financial plans and performance updates, and oversee follow-up activities. Meet with prospective clients introduced through the firms business development pipeline, collect data, design recommendations, and onboard new business. Develop and deliver customized financial plans and investment strategies. Oversee work prepared by associates and analysts, ensuring accuracy and consistency. Counsel clients on both the technical and personal aspects of financial decision-making. Implement plans and strategies, coordinating across the advisory and tax teams. Respond to client communications promptly and professionally. Contribute to thought leadership initiatives including articles, webinars, or presentations. Participate in regular internal planning and investment meetings. Qualifications Bachelors degree in Finance, Business, Accounting, Economics, or related field required; advanced degree (MBA, JD, Masters in Finance) preferred. Minimum five years of experience in financial services or wealth management. CFP designation required; CFA, CPA, and other advanced designation considered a plus. Strong analytical skills with the ability to clearly communicate complex financial strategies. Professional presence and client-facing experience essential. Ability to collaborate in a team environment while maintaining independence in decision-making. What We Offer Flexibility to work remotely or in-office, with required presence for client and team meetings. A collaborative culture with highly credentialed peers. Autonomy in managing relationships while benefiting from a strong support team. Investment in professional development, including certifications, conferences, and continuing education. The opportunity to do meaningful work that makes a lasting impact on clients lives. Generous salary plus uncapped performance potential. 401(k) program with firm contributions up to 8%. Generous PTO. Firm-paid health, dental, and vision insurance for employees and families. Short and long-term disability Pension Plan #J-18808-Ljbffr