Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
RK Partners
60 Rk Partners Jobs Hiring Near You
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Service Advisor-Kansas City Metro
$60K - $70K/yr
Associate Service Advisor- Mission Woods, MS We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service ...
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Service Advisor-Kansas City Metro
$60K - $70K/yr
Associate Service Advisor- Mission Woods, MS We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service ...
Investment Analyst-Chevy Chase, MD
$127K - $175K/yr
I nvestment Analyst Location: Chevy Chase, Maryland We are seeking a highly analytical and driven Investment Analyst to join a growing RIA firm. This role is designed for someone who thrives in a ...
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Investment Analyst-Chevy Chase, MD
$127K - $175K/yr
I nvestment Analyst Location: Chevy Chase, Maryland We are seeking a highly analytical and driven Investment Analyst to join a growing RIA firm. This role is designed for someone who thrives in a ...
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management ...
Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Wealth Advisor-New York
Huntington, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
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Wealth Advisor-New York
Huntington, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need ...
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need ...
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need ...
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need ...
Client Onboarding Specialist This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client ...
Client Onboarding Specialist This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Senior Tax Manager
Chicago, IL · On-site
$189 - $231/hr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
Chicago, IL · On-site
$189 - $231/hr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Associate Wealth Advisor -Pittsburgh, PA
$70K - $85K/yr
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: Our client is looking for a, self-driven person who likes ...
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Associate Wealth Advisor -Pittsburgh, PA
$70K - $85K/yr
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: Our client is looking for a, self-driven person who likes ...
Financial Advisor-Downers Grove, IL and Milwaukee, WI
$100K - $135K/yr
Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management ...
Financial Advisor-Downers Grove, IL and Milwaukee, WI
$100K - $135K/yr
Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management ...
Wealth Advisor-New York
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Quick apply
Wealth Advisor-New York
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Financial Planner | Austin, TX
Chicago, IL · On-site
$78K - $105K/yr
Financial Planner We are currently seeking a Financial Planner to join our wealth management firm in Austin, TX. This is an excellent opportunity for someone looking to build a career in financial ...
Financial Planner | Austin, TX
Chicago, IL · On-site
$78K - $105K/yr
Financial Planner We are currently seeking a Financial Planner to join our wealth management firm in Austin, TX. This is an excellent opportunity for someone looking to build a career in financial ...
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need ...
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need ...
RK Partners Jobs Information
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$140K/yr
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 18 days ago
Job description
Financial Advisor
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets and services clients across the nation.Â
Why become an Advisor? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:
- Marketing & Business Development- We generate the leads so that our Advisors don't have to invest their time on marketing efforts. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
- Financial Planning- Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life.
- Investment Management- Our trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
- Operations and Client Services- We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list!
- Unparalleled Professional Development- Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.
Requirements:
- The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience.
- Ability to assess a prospective client's needs and their financial goals.
- A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
- Effective communication skills. Ability to deliver comprehensive financial plans to clients.
- Previous experience teaching classes or presenting is a plus.
Additional Details:
- Salaried position + Benefits.
- Starting base salary: $140,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
- Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.
Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.