Senior Wealth Manager

About the Company

RMW Accounting is a fast growing, private equity backed accounting firm with a presence spanning 19 offices across more than 15 states and plans to grow to 40+ offices in the next 5 years. In 2026 RMW was named to the Inc. 5000 list of America's fastest growing private companies, ranking No. 561. The firm combines national reach with a client centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan with confidence while preserving the strong relationships that define its culture. We're a values driven company, and our values guide everything we do. RMW Wealth Management is an independent Registered Investment Adviser providing comprehensive financial planning and wealth management services to individuals, families, executives, and business owners. The firm’s approach is based on understanding each client’s complete financial circumstances and coordinating with the other professionals involved in the client’s financial affairs. By integrating financial planning, investment management, tax planning, estate planning, and risk management, RMW Wealth Management provides clients with coordinated and comprehensive advice.

About the Role

Senior Wealth Advisor Position Overview RMW Wealth Management, LLC is seeking an experienced Senior Wealth Advisor to join its growing independent wealth management practice. The ideal candidate will have an established client base, preferably representing $30 million or more in client assets, and an interest in expanding their practice within an independent advisory environment. This position is particularly well suited for an advisor currently working within a wirehouse, broker-dealer, or similar wealth management platform who wishes to continue serving existing clients while gaining greater independence and access to additional opportunities for growth.

Responsibilities

• Transition and manage existing client relationships
• Provide comprehensive financial planning and investment management services
• Develop financial strategies based on each client’s goals, circumstances, and broader financial needs
• Advise individuals, families, executives, and business owners on retirement planning, investments, estate planning, insurance, business planning, and related matters
• Work closely with CPAs at RMW Wealth Management’s partner accounting firm to identify and address client planning needs
• Develop new wealth management relationships within the accounting firm’s established client base
• Coordinate with attorneys, accountants, and other professional advisors as appropriate
• Contribute to the continued growth and development of RMW Wealth Management

Qualifications

• At least five years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner
• An established and transferable client base, preferably representing at least $30 million in client assets
• Strong knowledge of financial planning and investment management
• Demonstrated ability to build and maintain long-term client relationships
• Experience advising affluent and high-net-worth individuals, families, executives, and business owners
• Strong written and verbal communication skills
• Ability to collaborate effectively with CPAs, attorneys, and other professional advisors
• Ability to work independently and contribute effectively within a growing organization
• Series 7 and Series 63, together with Series 65 or 66, required
• CFP® certification preferred but not required

Required Skills

• Strong knowledge of financial planning and investment management
• Demonstrated ability to build and maintain long-term client relationships
• Strong written and verbal communication skills
• Ability to collaborate effectively with CPAs, attorneys, and other professional advisors
• Ability to work independently and contribute effectively within a growing organization

Preferred Skills

• CFP® certification preferred but not required
• Experience advising affluent and high-net-worth individuals, families, executives, and business owners