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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 5x compared to the industry average.
“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!
Location: RVA Wealth Management, Glen Allen, VA
Type: Full-time, in-office
Position Summary:
This role sits at the center of the firm’s client experience and daily operations, blending client service, administrative execution, office management, and marketing support. As a key operational partner, you ensure that client interactions, internal workflows, and communications are handled with precision, consistency, and care.
You play a critical role in delivering a high-touch, personalized experience - bringing structure, follow-through, and professionalism to every detail. From coordinating onboarding and managing paperwork to maintaining organized, compliant processes, you create a calm and seamless environment that allows advisors to focus on strategy and long-term client outcomes.
In addition, you support office logistics and collaborate with leadership on marketing initiatives, events, and communications that strengthen relationships and drive the firm’s growth.
Key Accountabilities:
1. Deliver responsive, high-quality client service
2. Manage office operations and administrative workflows
3. Coordinate client onboarding and ensure paperwork accuracy
4. Support scheduling, meeting preparation, and follow-up
5. Execute marketing and communications activities
6. Maintain a professional, welcoming office environment
Success Metrics:
Why Join Us
At RVA Wealth Management, we believe success starts with a strategy—and that great service is a team effort. You’ll be part of a close-knit, client-first firm where doing things the right way matters, and your work helps clients feel confident and supported.
Qualifications:
Ideal Candidate Profile:
Salary and 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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