RWA is a fast-paced industry leading financial planning firm, is growing to keep up with demand for our comprehensive planning services, wealth management, investment management and or insurance services.
We are accepting resumes for positions in administrative support, marketing, client service, financial planning, and wealth advisors in our Roseville or Redding Offices.
Applications should be self-motivated, true team players, enjoy learning and solution oriented.
Desired Skills & Experience Candidates must:
o Have a Bachelor’s Degree in a related field of study or in pursuit of degree.
o Be proficient in Microsoft Excel, Word, and Outlook.
o Be able to meet deadlines and be very detail oriented
o Be very organized with the ability to deviate from one project to another
o Be excellent at problem solving and communicating
o Possess a strong work ethic and ability to multitask
o Work well in a team-oriented environment
o Demonstrate an ability to develop and cultivate relationships
o Accept feedback well and open to learning financial services business etiquette!
o Maintain strict confidentiality and expected to adhere to a Non-Disclosure Agreement as maintaining our clients privacy is a top priority.
o Be authorized to work in the U.S. without restriction as to duration
o Pass a thorough background check
o Pass any applicable pre-employment tests
o Be willing to obtain their Series 7, 66, and California Insurance licenses in the future – If continue to pursue a career with our group.
Our firm specializes in in-depth financial planning, asset protection, and tax and estate minimization strategies using sophisticated trust work where necessary. We use a proprietary financial planning process to demonstrate what the cash flow and investment outlook may look like from the present time
through retirement, and what specific steps should be taken to help achieve the desired results.