Wealth Management Advisor

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Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long‑standing accounting and tax expertise. We’re seeking a visionary advisor‑leader to help us build this practice from the ground up: someone technically strong, relationship‑driven, and motivated by the chance to shape a new offering within a people‑count‑focused, independent firm.

• Ground‑Floor Leadership:
  Play a pivotal role in building a new wealth practice within an established and growing mid‑size accounting firm.
• Strategic Impact:
  Influence structure, service model, and long‑term growth strategy.
• Integrated Advisory Approach:
  Work hand‑in‑hand with accounting and tax professionals to deliver truly holistic client advice.
• Long‑Term Opportunity:
  Grow into a Practice Leadership role as the division scales.

• Client‑Centered Financial Planning
  • Deliver personalized, independent, advice‑first financial plans in collaboration with our connections at Tri Cert.
  • Present plans, coordinate implementation, and monitor progress for individual and family clients.
  • Manage complex client relationships, ensuring every engagement reflects RLB’s standard of care and professionalism.
• Practice Building & Strategic Growth
  • Develop and execute a strategic plan to grow RLB Wealth from the ground up.
  • Identify opportunities within our existing client base and pursue thoughtful external growth.
  • Represent RLB Wealth at firm, community, and professional events to build awareness and credibility.
• Leadership & Collaboration
  • Serve as the internal champion for RLB Wealth, inspiring engagement across the firm.
  • Partner closely with accounting and tax professionals to deliver integrated client solutions.
  • Mentor current and future Wealth Advisors as the team expands, helping to set the tone for culture, quality, and client service excellence.
• Operational Excellence
  • Help establish processes, workflows, and service standards for a scalable, compliant practice.
  • Work with Tri Cert to manage planning systems, CRM usage, and documentation requirements.

• CFP designation (or strong commitment to obtain).
• Additional credentials such as CIM, CPA, or CFA are strong assets.
• 7–10+ years in financial planning, wealth management, or advisory leadership.
• Experience leading client relationships and/or advisory teams.
• Understanding of financial planning, investment, and tax integration.
• Excellent communication and relationship‑building skills.
• Entrepreneurial spirit (a builder’s mindset with a collaborative approach).

RLB LLP is an Equal Opportunity and Inclusive Employer committed to a fair and equitable hiring process. If you need accommodation at any stage, just let us know. That’s just a part of the #peoplecount culture.

#IND-HIPRO-RLB

• Mid‑Senior level

• Full‑time

• Finance and Sales

• Accounting