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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