Job Description

RVW WEALTH IS SEEKING A WEALTH ADVISOR WITH AN EXISTING BOOK IN SOUTHERN CALIFORNIA! THIS POSITION WOULD REQUIRE YOU TO BRING CLIENTS WITH YOU TO CONTINUE TO GROW THEIR PORTFOLIO UNDER RVW WEALTH.

HYBRID SOUTHERN CALIFORNIA REMOTE/OFFICE POSITION THAT ONLY REQUIRES IN-OFFICE WORK 2-3 DAYS A WEEK.

ARE YOU A WEALTH ADVISOR LOOKING FOR A PERMANENT HOME?

If you are a wealth advisor looking to find a new, permanent home for yourself and your clients, look no further. RVW Wealth provides the resources, support, and revenue sharing that facilitates and compensates you generously as you grow.

RVW Wealth is a different kind of firm, one built with the client's interest first. We are born out of a CPA firm and built a successful, growing wealth management practice to respond to each client's unique and informed needs.

Leveraging the CPA and business management resources of Gerber & Co Inc., we are able to provide clients with a unique and integrated approach to wealth management that goes well beyond the portfolio alone.

We have tax and estate planning attorneys of counsel for our firm. Our 20-person team includes CPAs, MBTs, CFAs, and CFPs. Our technical resources and capabilities are vast - as is our marketing support - and will enable you to expand your own client base. Our team members are passionate and committed to the long-term financial well-being of each client.

With custodial relationships with Schwab, TD Ameritrade, RBC, and First Clearing (Wells Fargo), we can meet the needs of just about any account type and relationship.

Working closely with a number of TPAs and 401K solution providers, we can service your client's pension planning needs for businesses of all sizes.

Affiliated with RVW Insurance Solutions LLC, you will be able to provide access to objectively selected and the most appropriate coverages.

BENEFITS & SUPPORT:

• Our HR team provides world-class medical and pension benefits, including FSA, HSA, dental, vision, etc. Our advisory team's internal support and positive work environment will be refreshing and motivating.

We have no intention of selling or merging our practice; therefore, you can expect to hang your shingle at a firm that will be around for many decades to come.

We have a clean ADV/compliance file – with nothing to hide.

We are active members of the Schwab Advisor Network.

RVW Wealth is a Fee-Only firm; we seek to be objective and holistic when working with clients, employing an evidence-based and client-centric approach to long-term wealth optimization.

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.