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There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.
We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 13%* yearly – compared to the industry average of 2-5%.
*Represents net contributions – distributions excluding market appreciation for Advisors from 1/1/24 – 12/31/24.
“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO
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 first so we can wake up every morning to CRUSH IT for our clients.
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 want to be a part of building something special, we’d love to meet you!
Are you an experienced CPA with strong technical tax expertise who can explain complex concepts clearly and confidently to clients? Do you thrive in a proactive, organized, and collaborative environment where you manage deadlines smoothly and help improve workflows across the team?
Cambium Tax Planners, LLC, in partnership with Cambium Wealth Partners, is seeking an experienced Certified Public Accountant (CPA) who is organized, detail-oriented, and proactive to support our clients with advanced tax planning, financial reporting, and business advisory services. The ideal candidate is able to explain complex concepts in a clear, approachable way, build trust quickly with individuals and business owners, while managing deadlines. Most importantly, this individual brings a leadership mindset and is motivated by long-term growth, including a clear pathway to partnership within the firm.
This position is located on-site at the Flagstaff, AZ office.
Key Responsibilities:
Company Overview:
At Cambium Tax Planners, your work will be more than just a job, it’s a mission. We genuinely care about helping clients achieve financial confidence and independence. We value collaboration and teamwork, knowing the best outcomes come from combining diverse expertise across wealth, law, and tax planning. You’ll be part of a trusted, client-focused environment where stewardship, integrity, and personalized service are at the heart of everything we do. If you thrive on making a lasting difference for clients and enjoy working in a supportive, high-performing team, Cambium is the place for you.
Qualifications:
Salary:
The range for this role is $100,000-$120,000 DOE, with bonus potential
Benefits:
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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