Wealth Management Advisor at RLB LLP

Elevate your career with RLB LLP as a Wealth Management Advisor, focused on client-centered financial planning in a hybrid or in-office role. Help shape and build a new wealth practice within an established firm.
As a visionary leader, you’ll lead the charge to grow RLB Wealth, a newly launched financial planning unit. You will deliver tailored financial advice, cultivate strong client relationships, and mentor future advisors while integrating accounting and tax strategies. Join a culture committed to professional excellence and community empowerment.
Key Responsibilities:
• Deliver exceptional and personalized financial planning support
• Manage complex client relationships with care and expertise
• Execute strategic plans to grow RLB Wealth
• Represent RLB at community and professional events
• Mentor and guide future Wealth Advisors
Requirements:
• CFP designation or intent to obtain
• 7–10+ years in financial planning or advisory leadership
• Prove...