RFW Career Opportunities

RFW Wealth Advisors is a Jacksonville, Florida based independent financial services group.  We offer a wide variety of investments, insurance products, business solutions and other services such as wealth planning and asset management, delivered through a financial planning based client experience using the RFW Wealth Integration System.  Over the last four years, we have integrated a platform for financial advisors that focuses on the client.  We believe that being able to access the markets on behalf of our clients while maintaining independence and upholding a fiduciary standard is the most prudent way to work with your client.   We are currently seeking to partner with entrepreneurial financial service professionals in the southeast United States.  Specifically, professionals that want to join a producer group allowing them to focus on their clients’ needs while avoiding conflicts of interest or having to sell proprietary products.

We would like to partner with financial professionals in the following metro area cities, specifically:

In Florida:

  • Jacksonville
  • Gainesville
  • Naples
  • Ocala
  • Orlando
  • Palm Beach
  • Pensacola
  • Tallahassee
  • Tampa
  • West Palm Beach

In Georgia:

  • St. Simons Island
  • Savannah

In South Carolina:

  • Greenville
  • Columbia

 

  • Charleston
  • Myrtle Beach

In Mississippi:

  • Gulfport

 

In Alabama:

  • Mobile
  • Birmingham

In all southeast markets:

  • Wire house, independent, or captive/hybrid financial service representatives or group offices looking to establish or join an independent financial services business model within an integrated OSJ/producer group platform. Candidates should have an existing book of business and/or proven track record of developing a successful financial planning, investment management, and/or insurance planning practice.

In northeast Florida Markets:

  • Financial Services Registered Representative with a Series 24 license. Candidate will work with a client base and also perform some compliance oversight duties. Primary compensation will vary, based on GDC production. Salary for compliance duties.
  • Financial Services Registered Representative with a trust services background. Candidate will manage own book of business and help manage our trust account relationships. Compensation is GDC production based.
  • Financial Services Registered Representative with ERISA 401(k) and retirement planning background. Candidate will manage own book of business and have a background in using analytic tools used to evaluate and present retirement planning solutions. Primary compensation is GDC production based. Some salary as well.
  • Financial Services Registered Representative planning analyst with extensive financial planning background. Candidate will have experience with analytic financial planning tools and a desire to grow a book of business. Position will be salaried with some variable revenue-based bonus compensation.
  • Health Insurance representative with a group employee benefits background. Candidate will also have an existing health and life insurance book of business and must be comfortable working with business owners. Compensation will vary, based on production.
  • Captive/hybrid agency life insurance representative that would like to grow a book of business on an independent brokered platform. Candidate will also hold Series 6 or 7, and 65 licenses or be willing to get licensed to offer financial planning and Investment services to their clients.
  • CPA practitioner. Candidate will hold Series 6 or 7, and 65 licenses or be willing to get licensed to offer financial planning and Investment services to their clients.
  • Property and Casualty Insurance personal or general lines licensed agent. Life and Health insurance license also preferable. Some administrative duties.
  • Property and Casualty Insurance (personal lines) licensed agent, specializing in classic/performance sports cars.

In Florida and Georgia Markets:

Captive or independent property and casualty personal or general lines licensed agents, preferably life and health licensed. An entrepreneurial spirit and desire to join an independent brokered platform are musts. Candidate will work in a referral based environment with other financial services professionals.

If you would like to discuss career opportunities with one of our senior partners, please email your resume to creuschle@rfwwealthadvisors.com for consideration. Please feel free to call our offices at 904-517-5414 if you have any questions or would like to schedule a time to discuss your career opportunity with one of our senior partners.

RFW Wealth Integration System