Wealth Manager

Wealth Managers at Rhame & Gorrell Wealth Management are entrusted with serving as the outsourced Chief Financial Officer for our clients’ families. This role includes leading client relationships, developing and presenting complex financial plans, and ensuring all aspects of financial planning, investment management, and tax strategy are coordinated effectively. While supported by the investment, tax, estate planning, and operations teams as well as junior advisory staff, the Wealth Manager remains the primary point of contact and is accountable for delivering an exceptional client experience.

In addition to managing current relationships, Wealth Managers meet with prospective client opportunities generated through the firm’s proactive marketing efforts. They gather data, design strategies tailored to each new potential client, and communicate the unique value of Rhame & Gorrell’s full-spectrum services. The focus is on fostering relationships with firm-provided leads, so you can focus on your core expertise – building relationships while delivering high value planning and advice.

Why Rhame & Gorrell Wealth Management?

Rhame & Gorrell Wealth Management is an independent, fee-only fiduciary RIA that serves high-income professionals and executives. With deep expertise in the energy and technology industries, our advisors integrate investment management, tax planning, retirement strategies, and benefit optimization into a seamless client experience.

Our structure is designed to put clients first—no commissions, no product sales, only comprehensive advice. With an in-house team of CPAs and a Board Certified Estate Planning attorney working directly with CERTIFIED FINANCIAL PLANNER® professionals, clients receive strategies that align every part of their financial lives.

We apply that same philosophy to our team. We provide an attractive base salary, generous production-oriented payouts, firm-paid healthcare, robust retirement plans, and ongoing opportunities for growth. From professional certifications to industry leadership, we encourage and support advancement at every stage of a Wealth Manager’s career.

Award-Winning Culture : Join a firm recently named one of the “Best RIAs to Work For” by Financial-Planning.com.

• Serve as the lead advisor on client relationships, with an unparalleled focus on advanced planning and exceptional service.
• Conduct client meetings, present financial plans and performance updates, and oversee follow-up activities.
• Meet with prospective clients introduced through the firm’s business development pipeline, collect data, design recommendations, and onboard new business.
• Develop and deliver customized financial plans and investment strategies.
• Oversee work prepared by associates and analysts, ensuring accuracy and consistency.
• Counsel clients on both the technical and personal aspects of financial decision-making.
• Implement plans and strategies, coordinating across the advisory and tax teams.
• Respond to client communications promptly and professionally.
• Contribute to thought leadership initiatives including articles, webinars, or presentations.
• Participate in regular internal planning and investment meetings.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or related field required; advanced degree (MBA, JD, Master’s in Finance) preferred.
• Minimum five years of experience in financial services or wealth management.
• CFP® designation required; CFA®, CPA, and other advanced designation considered a plus.
• Strong analytical skills with the ability to clearly communicate complex financial strategies.
• Professional presence and client-facing experience essential.
• Ability to collaborate in a team environment while maintaining independence in decision-making.

What We Offer

• A collaborative culture with highly credentialed peers.
• The ability to provide all aspects of financial planning including in-house tax filing and in-house drafting of estate documents.
• Autonomy in managing relationships while benefiting from a strong support team.
• Investment in professional development, including certifications, conferences, and continuing education.
• A consistent flow of qualified potential new clien ts through the firm’s centralized marketing and business development functions.
• The opportunity to do meaningful work that makes a lasting impact on clients’ lives.
• Generous salary plus uncapped performance potential.
• 401(k) program with firm contributions up to 8%.
• Generous PTO.
• Firm-paid health, dental, and vision insurance for employees and families.

It’s always-on in today’s digitally-connected world, we know that clients want to check their portfolio on the go. That is why we launched the RG Wealth app, available to download for any Apple or Android device through Apple’s App Store and the Google Play Store. Simply search for Rhame & Gorrell on either platform to download free of charge or click on the links below.