Salary:
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.
Were 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 Youll 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 RLBs 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
- 710+ 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 builders 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.
#IND-HIPRO-RLB
#LI-RLBLLP
