Associate Financial Advisor, Level 2

Position Overview:

We are looking for a passionate, detail-driven professional who truly lives the values of stewardship. At R|W, stewardship isn’t just a word—it’s a commitment to our clients. We are dedicated to responsibly managing, growing, and preserving wealth across generations by aligning investment strategies with each client’s unique values and goals. As trusted caretakers, we make prudent decisions, offer transparent reporting, and put our clients’ interests first.

Associate Advisor Level 2 plays a key role in supporting the delivery of comprehensive financial planning and investment management services to clients. This position demonstrates foundational expertise in financial markets and economic conditions, while providing analytical planning, and client relationship support under the guidance of Lead and Senior Advisors. This position requires a commitment to learning and growing with the organization, with intermediate client-facing duties.

$70,000 - $90,000 DOE

• Demonstrates a foundational understanding of financial markets, economic conditions, and events affecting client portfolios.
• Applies knowledge of model portfolios and investment philosophy in client recommendations.
• Analyzes external portfolios and draft recommendations under the guidance of Lead and Senior Advisors.
• Assists Lead and Senior Advisors in identifying new business opportunities.
• Prepares and updates comprehensive financial plans for clients, requiring minimal supervision.
• Addresses broad financial planning and investment inquiries independently.
• Summarizes complex financial modeling and client discussions into clear, concise notes for internal and client reference.
• Supports client relationships under the guidance and approval of Lead and Senior advisors.
• Prepares for and provides follow up on client meetings with limited oversight, ensuring all necessary materials and action items are addressed.
• Maintains accurate and up-to-date CRM records and notes, documenting all client interactions and planning updates.
• Mentors and trains Associate Advisor Level 1 team members, sharing knowledge and best practices to support their development.

• Bachelor’s degree, preferably in business, accounting, finance, economics or related experience.
• 2+ years’ industry experience preferably with an independent registered investment advisory firm.
• Series 65 or 66 designation (or willing to work towards within the first 3 months ofhire).
• Willingness and ability to work towards CFP or CFA designation within the first 24 months of employment.
• Proficiency in Microsoft Office and experience in CRM.

• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Possesses a passion to help new and existing clients.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.
• Uphold firm’s purpose, vision and values.

R|W Investment Management is an Equal Opportunity Employer. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, national origin, age, disability, pregnancy, veteran status, or any other protected characteristic as outlined by federal, state, or local laws. R|W Investment Management makes hiring decisions based solely on qualifications, merit, and business needs at the time.