What are the responsibilities and job description for the Senior Wealth Manager position at RMW ACCOUNTING?
About the Company
*Hiring in: Kissimmee Fl, McKinleyville CA, Durango Co, Poulsbo WA, Lake Oconee GA*
Senior Wealth Advisor
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.