Financial Operations Associate

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• Process and pay Broker-dealer invoices regularly to include new affiliation, technology equipment, on-boarding costs, etc.
• Conduct recurring and one-time invoicing monthly for Advisors.
• Broker-dealer renewal reconciliation and payments, working closely with Billing Specialist and other members of finance team as well as PCS accounting team.
• Coordinate redesign of A/R and A/P processes, including potential selection and implementation of an AP automation system
• Front-line communication directly with Advisors and RFG Staff with regards to Accounts Payable, Accounts Receivable, and New Employee Onboarding information.
• Process monthly Ring Central confirmation and reconciliation.
• Work closely and manage relationships with internal and external stakeholders.
• Assist with other ad-hoc and recurring Finance and Accounting processes, as needed

• Competitive Salary + Annual Bonus based on growth
• Generous PTO, Company Holidays & Charitable Workday
• Health, Dental and Vision Insurance with company stipend
• 401(k) + Safe Harbor contribution
• Company-sponsored Short-term and Long-term Disability + Life Insurance
• Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
• Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
• Surface Pro + Home setup
• Continuing education and professional development support
• Loads of awesome RFG Swag!

At RFG Advisory, we’re building the RIA of the Future, empowering growth-minded Independent Advisors to scale their businesses without compromise. We deliver to our Advisor partners a fully integrated, award-winning platform and a vibrant culture of collaboration, innovation, and execution.

We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value. From strategic marketing and flexible talent solutions to modern technology, concierge-level Investment Management, and transition support, we deliver everything Advisors need to grow on their terms.

But we’re not just here to support Advisors. We take care of each other first. We’re here to empower people like you: smart, passionate, curious A-players who want to do great work with a team that’s got their back.

Our culture is high energy, all-in, awesome. We show up with servant heart and growth mindset. We iterate to excellence, lead boldly, and commit to getting 1% better every day. We value action over talk, ideas over hierarchy, and impact over ego.

Here, your ideas matter. Your growth matters. And your work contributes to something real. If you’re driven to build, ready to collaborate, and energized by possibility, you’ll fit right in.

Let’s build something great, together.

• 5-7 years’ experience in accounting or other relevant role.
• Proficient in accounting software, preferably Sage Intacct. Experience with accounts payable automation system is preferred, but not required.
• Proficiency with Microsoft Office Suite particularly Excel, Outlook and Word.
• Desire and ability to learn and adopt new technologies, including artificial intelligence-based financial automation tools.
• Experience in the wealth management or financial services industries is preferred, but not required.

• Excellent interpersonal, decision-making, organizational, and administrative skills with the ability to multi-task in a fast-paced office environment.
• Strong written and verbal communication skills; ability to serve as the voice for the finance team in conversations with both internal and external stakeholders
• Must be a flexible and approachable member of the team who can effectively handle shifting schedules and tasks while growing with the team as organizational requirements evolve.
• Willing to do the work required to produce the desired result, even if it means occasional after-hours work.

80, DOE

• Associate

• Full-time

• Finance, Accounting/Auditing, and Administrative

• Financial Services, Banking, and Accounting

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