RFG is defining what it means to be the RIA of the future. There’s never been a more exciting time in the wealth management industry than now. Our clients are independent Financial Advisors. We deliver an award-winning support platform that empowers them to deepen their 1-1 relationships with clients and win new prospects yielding organic growth that outpaces the industry average. We win on Talent, Technology and our Client Experience.
You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated and energized. We are committed to building an inspirational workplace that puts our team 1st so we can wake up every morning to CRUSH IT for our clients.
Tied to One Team, One Dream mindset.
Health, dental, vision, life, and disability insurance, as well as ancillary benefits like Identity Shield and pet insurance.
We celebrate taking time off to recharge. Starting with 3 weeks of PTO each year and 15 holidays, including all stock exchange holidays.
Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.
We participate in Crush It for Charity, our annual firmwide event raising money for The Boys & Girls Club and Alzheimer’s Association.
Our swag enthusiasm is on point.
We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm and grit. We like to say, “Look left, look right – there’s a force multiplier”. We make mistakes, we practice radical candor, we iterate to excellence, we love big.
If you ever wanted to be a part of building something special, we’d love to meet you!View Open Positions