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We Are RFG Advisory

Building the #RIA of the Future

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 5x compared to the industry average. 

What We Offer

“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.

Competitive Salary & Bonus

We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us.

Comprehensive Benefits Package

Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.

Paid Vacation & Holidays

We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays.

One-Team, One-Dream Mindset

Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.

Community Involvement

We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude's, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time.

Swag

It isn’t just about looking good – it’s about feeling part of something great. RFG’s lineup includes everything you need to showcase your team spirit, whether you're in the office or on the go.

Join the RFG Advisory Team

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!

Open Opportunities

Practice Manager, Wealth Management

Investor's Resource · Full-time · Management

About The Position

Investor's Resource runs on trust, precision, and momentum, and the Operations Manager is the person who makes all three possible. This role owns the operational engine of the Huntsville branch, from trading and compliance to client service and office leadership, while serving as the right hand to the Lead Advisor. If you find order energizing, people rewarding, and take quiet pride in being the reason everything runs without friction, this role was built for you.


Location: Huntsville, AL (In-office)


Reports to: Lead Advisor


What You'll Do


Advisor & Client Meeting Support

  • Prepare meeting notes, agendas, pre-meeting research, and follow-up materials ahead of client meetings.
  • Manage the Lead Advisor's calendar, priorities, and follow-up items with structure and attention to detail.
  • Translate direction into organized, trackable action and own the follow-through after meetings end.
  • Interact with prospective and existing clients for inquiries, requests, and service; execute client and Advisor-requested trades.


Client Service Oversight

  • Serve as the primary point of contact for incoming calls, voicemail, email, and office traffic.
  • Maintain client records and tasks in Salesforce, server, and paper files to the highest standard of accuracy.
  • Oversee resolution of client service requests with care, precision, and consistent follow-through.
  • Provide informal guidance to the Client Service Representative on workflows, standards, and client service best practices.


Branch Operations & Trading

  • Oversee branch-wide reports and ensure timely action across the team.
  • Manage quarterly rebalancing of I.R. Models and bulk trades; oversee check deposits, mailing, supply orders, and petty cash.
  • Prepare quarterly billing for discretionary client accounts, financial planning invoices, BAA billing, and trade sheets.
  • Coordinate client gifts, birthday cards, Advisor outreach, and key event logistics; confirm Advisor state registrations.


Compliance & Investment Committee Support

  • Maintain the branch ad file and serve as the point of contact for the annual compliance audit.
  • Print and organize Investment Committee materials including model holdings, watch lists, SMAs, and custom investments.
  • Oversee custom account benchmarking and ensure all compliance documentation is accurate and audit-ready year-round.

Requirements

Experience

  • 3–5+ years of experience in wealth management operations or a similar client-facing, licensed support role
  • Familiarity and experience with Schwab
  • Experience with Salesforce CRM preferred
  • Experience with Orion
  • Prior experience in a lead or senior support role preferred


Skills & Competencies

  • Calm, composed, and dependable in a fast-moving environment
  • Anticipates needs before they surface and translates direction into organized, trackable action
  • High service ethic with genuine investment in client outcomes
  • Strong written and verbal communication skills
  • Takes initiative without being asked; looks for ways to support teammates proactively
  • Sound independent judgment with a strong work ethic and commitment to doing things right the first time


Technology & Tools

  • Proficient in Microsoft Excel, Word, Outlook, PowerPoint, and Adobe PDF
  • Salesforce CRM experience preferred
  • Familiarity with Schwab platforms and reporting tools
  • Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, communication, and workflow efficiency


Education & Licenses

  • Bachelor's degree strongly preferred; high school diploma required
  • Series 65 required; Series 7 a plus

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

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This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Benefits and Compensation

Salary: $90,000-$100,000

  • Health Insurance
  • 3% 401k contribution
  • Long Term and Short Term Disability
  • Life Insurance
  • Dental and Vision

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