Wealth Management (WM) acts as a back-office administrator empowering advisors to offer wealth-management solutions for their clients without significantly increasing overhead or liability.
WM is a division of Wealth Firm, a family of financial brands, each dedicated to the same thing; improving the efficiency, simplicity, and effectiveness of financial solutions for businesses, individuals and their families. Wealth Firm financial companies include Wealth Management and Retirement Plan Consultants LLC (RPC).
Our companies offer competitive work perks for our employees including:
- Competitive Wages
- Paid Holidays
- Paid Time Off
- Retirement Plan
- Health Insurance
- Relaxed, Team-Based Work Environment
- Dental Insurance
- Vision Insurance
- Short and Long Term Disability Insurance
- Company Paid Life Insurance
- Paid Continuing Education
- Wellness Program
Every member of our team plays an integral role in our clients’ success – and in the success of our firm. Whether your background is in recordkeeping, tax planning, payroll, accounting, sales, book keeping, business consulting, wealth management, or you are looking for an administrative or operations support role, our firm is a smart career move.
We value people who can be experts for our clients, but we also look for applicants who can fit in with our workplace culture. We take great pride in having a “Service Personality” and are looking for people who can combine a service first personality with expert knowledge that will make our clients want to tell others about how we helped them.