Wealth Management Advisor

Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise.

We’re seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and motivated by the chance to shape a new offering within a people count-focused, independent firm.

Why This Role is Different

Ground-Floor Leadership: Play a pivotal role in building a new wealth practice within an established and growing mid-sized accounting firm.

Strategic Impact: Influence structure, service model, and long-term growth strategy.

Integrated Advisory Approach: Work hand-in-hand with accounting and tax professionals to deliver truly holistic client advice.

Long-Term Opportunity: Grow into a Practice Leadership role as the division scales.

What You’ll Be Doing

Client-Centered Financial Planning

Deliver personalized, independent, advice-first financial plans in collaboration with our connections at TriCert.

Present plans, coordinate implementation, and monitor progress for individual and family clients.

Manage complex client relationships, ensuring every engagement reflects RLB’s standard of care and professionalism.

Practice Building & Strategic Growth

Develop and execute a strategic plan to grow RLB Wealth from the ground up.

Identify opportunities within our existing client base and pursue thoughtful external growth.

Represent RLB Wealth at firm, community, and professional events to build awareness and credibility.

Leadership & Collaboration

Serve as the internal champion for RLB Wealth, inspiring engagement across the firm.

Partner closely with accounting and tax professionals to deliver integrated client solutions.

Mentor current and future Wealth Advisors as the team expands, helping to set the tone for culture, quality, and client service excellence.

Operational Excellence

Help establish processes, workflows, and service standards for a scalable, compliant practice.

Work with TriCert to manage planning systems, CRM usage, and documentation requirements.

What You Bring

CFP designation (or strong commitment to obtain)

Additional credentials such as CIM, CPA, or CFA are strong assets

7–10+ years in financial planning, wealth management, or advisory leadership

Experience leading client relationships and/or advisory teams

Understanding of financial planning, investment, and tax integration

Excellent communication and relationship-building skills

Entrepreneurial spirit (a builder’s mindset with a collaborative approach)

RLB LLP is an Equal Opportunity and Inclusive Employer committed to a fair and equitable hiring process. If you need accommodation at any stage, just let us know. That's just a part of the #peoplecount culture.  

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