Job Description

Job Description

Financial Advisor / Wealth Advisor - Memphis, TN

We are seeking a Financial Advisor with banking or financial advising experience to join our rapidly growing team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. We are passionate wealth advisors seeking to grow. Check out RVWwealth.com for details about our company and why you want to join the family!

Our advisory teams work in pairs, and our senior advisors (the ones who bring in the clients) are seeking additional support to service our clients. You would be in the secondary advisory role, supporting the primary advisors and the clients.

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities, and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base
• Research investments to advise clients and prospects

​ Qualifications:

• Previous experience in banking, financing, or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• CFA, CFP, CPA, or other qualifications will be given preference and commensurate compensation
• An existing book of business is a positive but not required

As a Fee-Only firm, we seek to be objective and holistic when working with clients. RVW Wealth was born out of a CPA firm and embodies the bottom-line approach to financial management and portfolio design.

CFP, CFA, or CPA designations are preferred;

PLEASE APPLY TO BE CONSIDERED

Company Description

RVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.

Company Description

RVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.